Wealth Management + Advice

Because YOU
Deserve More

Expert investment advice with your values in mind  
We get to know our clients well so we can better advise and invest for them. Although we seek to maximize returns for our clients, we understand that everyone has different goals, values, and comfort levels with risk.  We believe that your portfolio should reflect your needs.
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A legacy of success
Nine Decades of independent, personalized Investment management.
In the nine decades since Roscoe C. Ingalls and John T. Snyder founded this firm, countless investment firms of our size have been absorbed by major national organizations. Ingalls & Snyder, on the other hand, has remained independent. We have managed the firm in a highly conservative manner in order to best serve our clients’ interests and are proud that our approach and philosophy have allowed us to avoid the problems so often reported during periods of market instability.
OUR HISTORY >>
Whether you are single, MARRIED, widowed or divorced
WE WANT TO HELP WOMEN MAKE THEIR MONEY WORK FOR THEM
How we do it
Wealth Management
A thorough review to put your financial life and values in perspective and help you set the right goals. We’ll work with you to achieve them.
Workshops
Participants range from financial newbies to experienced investors. We cover basic finance to sophisticated asset allocation. We’ll make it fun and social.
Education
Curated topical news, research and opinion.
LEarn MOre >>
About 2X Wealth Group
2X WEALTH GROUP WAS FOUNDED
BY TWO WALL STREET VETERANS
WHO HAPPEN TO BE WOMEN
The finance industry has traditionally been a man’s world. We believe women’s financial needs are best understood by women with relatable life experiences and genuine financial expertise. When working with couples, we bring both partners into the financial conversation and provide the necessary education for understanding the game plan.

We are both investment experts with a strong track record of delivering results for institutional clients. Years of experience in both up and down market cycles gives us a keen eye for economic trends and deep understanding of how finance works. We combine our Wall Street expertise with a deeply personal mission to help other women.
Meet Lori & LISA >>
Women on Wall Street
The Dow Jones Industrials Average, 1924 - 2017 
Logarithmic Scale. Source: S&P Dow Jones Indices.
Co-founder
Lori Zager

Lori Zager got her start on Wall Street in the 1980s and developed a west coast institutional presence for DLJ, UBS Securities and Bank of Montreal. Known for her ability to weave together insights from macro economic trends with what individual companies are doing, she quickly made a name for herself as a stock picker for institutional investors. Lori likes to say that she loves stocks only a little less than she loves her children.

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Co-founder
Lisa James

Lisa James joined Lehman Brothers in 1985, where she established the Asset Backed Securities trading desk and grew it to the number one market ranking. She’s a highly experienced risk manager who understands the ins and outs of interest rates, credit and capital structure. Her specialty is helping clients gain clarity on what’s most important to them, their tolerance for risk and the interplay between their assets. Lisa is as known for her warmth as her mind for finance.

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Join the
2X Wealth Community
Refer a friend, refer your spouse, refer your daughter.
We are located in the Bay Area, but work with investors all over the country.
Contact Us
Welcome to the 2X Wealth community!
Oops! Something went wrong while submitting the form. Please TRY Again or contact us At lori@2xwealth.ingalls.net
2X WEALTH GROUP
IN THE NEWS
September 14, 2019
Yahoo! Finance
Yahoo! Finance’s The Ticker invited Lori Zager to appear live from the New York studio to present our views on recent trade developments and currency trends.

She pointed out that companies have already done much of their buying for the Christmas season, and as the trade war has dragged on, they have also shifted supply chains away from China. Both factors mute the market impact of delaying phase one of China trade deal.  Further, she stated her belief that the dollar will weaken in 2020, particularly to the Euro, as the Federal Reserve is on hold at the same time the EU isfocused on using fiscal policy to stimulate the European economy.  With regard to the Chinese currency however, a weaker Yuan will likely serve Xi’s political needs to meet growth targets.  

Watch the video on Yahoo! Finance >>
September 14, 2019
Yahoo! Finance
Lori Zager, Founder of 2X Wealth Group, a team at Ingalls & Snyder, LLC, Appears on Yahoo! Finance's The Ticker

Lori Zager appeared on Yahoo Finance’s The Ticker show in New York City last Friday to discuss our current market views. She provided insights into underlying weaknesses in the US economy, the trajectory of the trade war, Federal Reserve actions, and the importance of oil prices. Further, Lori highlighted portfolio strategies to use in uncertain environments, emphasizing the use of gold as an uncorrelated asset.

Watch on Twitter >>
September 10, 2019
2X Wealth Group Seminars
2X Wealth Group presentS to ThirdLove®

The seminar offered financial planning case studies to address competing spending and savings objectives including student loan repayment, saving for retirement, and home down payments. We also discussed investment portfolios compatible with various risk profiles.

Thank you to ThirdLove® for providing a forum for teammates to learn more about personal finance.  

2X Wealth's Workshops & Seminars >>
June 26, 2019
The Financial Times
Financial Times Recognizes Ingalls & Snyder, LLC as a Top RIA

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

To learn more about 2X Wealth Group at Ingalls & Snyder, LLC, please visit www.ingalls.net
The full list >>
All news & Events >>