About 2x Wealth Group
Why Women?Our SpecialtiesMeet LoriMeet LISA
Guiding women & couples to do better with their money
It is important for women to engage in the financial conversation whether they are single or part of a couple. Once you have assets of more than $1 million, things can get complicated. We pay attention to much more than simple top-line returns. We’re not here to sell you securities; we’re here to help ensure that your money is invested appropriately.
Empowering you after divorce or loss of A partner
We know from experience that losing a partner or going through divorce is profoundly difficult. If your spouse or partner managed the money, it’s easy to be overwhelmed by all the financial information and decisions. We’re here to help you understand how to make wise choices for yourself.
Making the most of sudden wealth
Receiving a large inheritance, severance package or bonus can change what’s possible. We will help you make the most of the new opportunities that sudden wealth offers. This includes defining your new goals and creating a plan to achieve them, while protecting your assets from loss.