cSquared Wealth

At cSquared Wealth, our mission is to provide financial planning and investment management services to individuals and families across the United States. We are a partnership of like-minded professionals who share a singular goal: to offer our clients confidence in a clear path forward, so they can pursue their passions without worry. Our team is built on the foundation of over three decades of combined experience in the financial services industry.

Our Philosophy

Our philosophy is centered on the idea that the best financial decisions are made when the whole picture is being considered. We believe that our clients are best served by a comprehensive relationship that addresses all aspects of their financial lives. From investment management to financial planning, our team is dedicated to seamlessly addressing the unique financial needs of each client.

Services Overview

At cSquared Wealth, we offer a range of services designed to help you achieve your financial goals. Our services include:

• Investment Management: We offer a variety of investment strategies to help you achieve your investment objectives. Our approach combines publicly traded securities with private market opportunities to create a customized investment plan tailored to your needs.
• Financial Planning: Our financial planning process is designed to help you achieve your financial goals. We follow the CFP Board Guidelines for financial planning and address six key areas: cash flow and liability management, risk management, strategic tax planning, major purchase and education planning, retirement planning, and estate planning.

Meet Our Team

Our team at cSquared Wealth is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our team members have a deep understanding of the financial services industry and are committed to delivering personalized advice and guidance.

Guiding Principles

At cSquared Wealth, we operate under a set of guiding principles that guide our business practices and interactions with our clients. Our guiding principles include:

• Transparency: We believe in transparency and openness in all our interactions with clients.
• Personalized Service: We strive to provide personalized service to each of our clients, recognizing that every client's financial situation is unique.
• Integrity: We operate with integrity and adhere to the highest standards of ethics and professionalism.

Business Partners

We are proud to work with a select group of business partners who share our commitment to delivering exceptional service and expertise to our clients. Our partners include:

• Sunbelt Securities, Inc.: A FINRA-registered broker-dealer that provides us with access to a wide range of investment products and services.

Insights

At cSquared Wealth, we believe that knowledge is power. We're committed to sharing our insights and expertise with our clients, helping them make informed decisions about their financial futures.

Get in Touch

If you're interested in learning more about our services or would like to schedule a consultation with one of our financial advisors, please don't hesitate to contact us.