C2 Private Wealth - Investment Advisers

About C2 Private Wealth

C2 Private Wealth is the name used by Strategic Investment Advisors, LLC, an investment adviser headquartered in Novi, Michigan. The firm reports regulatory assets under management of about $1.82 billion and is one of the investment advisers in Michigan listed in this directory. The firm was founded in 2005 by Kirk and Jessica Cassidy and describes itself as a family-owned national financial planning firm. It works with individuals, families and retirees to coordinate investments, taxes and estate planning within a single plan. Its services are supported by an affiliated CPA firm and an affiliated insurance agency. Kirk Cassidy serves as president and CEO. The firm's team includes financial advisors, CFP professionals, tax specialists, insurance agents and estate planning partners. It states that its mission is to help clients reduce fear and uncertainty about money. As one of the US investment advisers in this directory, the firm is listed under the investment adviser category.

Key Facts

Assets Under Management

$1.82B

Employees

16

SEC File Number

801-110692