Wealth Management + Advice

We get to know our clients well so we can better advise, plan 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.  
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Your future looks
bright
We'll help you plan it.
How we do it
Financial Planning
We guide you through the most important stages of your life. Our process ensures that you are heard, understood and supported in achieving your goals.
Investment Management
We use a research based approach to build diversified portfolios that support your financial goals.  
Education & Workshops
We provide financial education through our topical blogs, podcasts and workshops.
2X WEALTH GROUP WAS FOUNDED BY TWO WALL STREET VETERANS
WHO HAPPEN TO BE WOMEN
We are both investment experts with a strong track record of delivering results for institutional clients.
Meet Lori & LISA >>
Women on Wall Street
The Dow Jones Industrials Average, 1924 - 2022 
Logarithmic Scale. Source: S&P Dow Jones Indices.
Contact Us
Welcome to the 2X Wealth community!
Lori Zager & Lisa James
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2X Wealth Community
We are located in the Bay Area, but work with investors all over the country.

Let's get started!