Wealth Management + Advice

Because Women
Deserve More

Expert investment advice with your values in mind  
At 2X Wealth Group, we understand that women’s wealth needs are different from men’s, and all parties in a relationship should be part of the financial planning process. We provide highly personalized advice and are committed to investing for your financial success.
Yahoo! finance interviews Lori Zager, Founder of 2X Wealth Group, a team at Ingalls & Snyder, LLC
At some point in their lives, 80% of women will be responsible for their financial security. Lori Zager of 2X Wealth Group, an Ingalls & Snyder LLC team, joined Yahoo! Finance’s “The Final Round” from the Manhattan studio to discuss her outlook for the markets and how to help women navigate their finances.  
To learn more about 2X Wealth Group at Ingalls & Snyder, LLC, please click here.  
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.
Whether you are single, MARRIED, widowed or divorced
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.
Participants range from financial newbies to experienced investors. We cover basic finance to sophisticated asset allocation. We’ll make it fun and social.
Curated topical news, research and opinion.
About 2X Wealth Group
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.
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.

Read more  >>
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.

Read more  >>
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
March 15, 2019
Brand Fifty Podcast
If you consider the statistics, there’s a real need for women to understand their finances.

Listen to 2X Wealth Group’s latest podcast and learn why they started their business to help women secure their financial futures.

Listen to the podcast >>
December 4, 2018
Oppenheimer Funds
Gender and Finance: Bridging the Communications Gap

OppenheimerFunds sought out 2X Wealth Group’s opinions regarding how gender affects financial decisions.

OppenheimerFunds.com >>
June 2018
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 2018). 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.

The full list >>