What Sets Us Apart | 2X Wealth Group

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Why 2x Wealth Group?

Experience
‍We bring decades of institutional equity, fixed income and risk management experience to our practice.

Supporting Women and those who love them
2X Wealth Group gives special attention to women because finance has been a man’s world for too long. We believe women’s financial needs are best understood by women with relatable life experiences and genuine financial expertise. We want to help women engage in the financial conversation whether they are single, married, widowed, or divorced.

Highly personal approach
We want to be able to know our clients well enough to consider them friends. Our clients work directly with us, the investment professionals. Your personal values matter to us and we incorporate them into our planning. Our advice and investment management is totally individualized and tailored to each client’s unique needs, goals and situation.

Backed by a prestigious Wall Street firm
We chose to join Ingalls and Snyder, LLC, a highly respected investment management firm that has been serving high net worth clientele on Wall Street since 1924.

50+

Lori and Lisa's combined years of investment experience

$6B

Approximate client assets managed or advised firm wide by parent Ingalls & Snyder, LLC

Nearly 100

Years Ingalls & Snyder has served high net worth clients

Why 2x Wealth Group?

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