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.
FIND OUT MORE
NEWS & EVENTS
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.  
Watch the video on Yahoo! Finance >>  
NEWS & EVENTS
2X Wealth Group: Investment Management Catered to Women
2X Wealth Group's Co-founder Lori Zager discusses the challenges many women face when managing their finances and the opportunities they have to take control of their financial future with Alan Olsen on "The American Dreams Show."
To learn more about 2X Wealth Group at Ingalls & Snyder, LLC, please click here.  
Watch the interview >>  
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.

Read more  >>
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.

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!
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2X WEALTH GROUP
IN THE NEWS
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 Ingalls & Snyder, LLC, the home of 2X Wealth Group, please click here.  
The full list >>
May 30, 2019
San Francisco Business Times
Inspiration from San Francisco’s Most Influential Women

It was a pleasure to attend the San Francisco Business Times’ recent awards ceremony honoring The Most Influential Women in Business.  The event recognized outstanding women leaders who work with public companies, large private companies and non-profit institutions. Nominees were evaluated based on their influence in their industries and communities, including board affiliations and other leadership roles.

Read More >>  
2X Wealth Group Seminars
Women in Tech Presentation

2X Wealth Group offers customized seminars to women at Bay Area companies. In a recent seminar at a leading tech company, we used a case study approach to explain financial planning concepts that directly applied to the audience including employee stock option plans, restricted stock units and Roth 401K plans. To further engage the audience, we played an investment game demonstrating how personal risk tolerance influences portfolio style and investment performance. The seminar led to lively and engaging discussions.

View the presentation >>
April 17, 2019
The American Dreams Show
2X Wealth Group: Investment Management Catered to Women

2X Wealth Group's Co-founder Lori Zager discusses the challenges many women face when managing their finances and the opportunities they have to take control of their financial future with Alan Olsen on "The American Dreams Show."

Watch the interview >>  
All news & Events >>