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 there are no cookie cutter solutions. We provide highly personalized advice and are committed to investing for your financial success.
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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.
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.
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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LATEST INSIGHTS
July 18th, 2017
Valuation & Volatility Test Equity Investors

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By Robert A. Case, CEO
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Thank you for Your INQUIRY.

An investment professional will reach out to you shortly.
There was an error when submitting this form. Please try again, or contact us at (212) 269-7800 if the problem persists.
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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