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C2C Wealth Management

EST. AUM
$179,809,631

CONTACTS
1

CLIENT ACCOUNTS
440

Firm Details

Metro area Boston
CRD Number 284148
Website c2cwealth.com
Client types

Overview

C2C is a Registered Investment Advisor (RIA) founded by Maureen “Moe” Mackowski and Louis Della Valle, who bring six decades of combined experience advising successful individuals and their families. C2C Wealth is a boutique financial planning firm focusing on high-net-worth individuals who seek honest and effective financial management to ensure their financial goals are achieved. C2C is a fee-based fiduciary offering a vast array of financial services which are customized to their clients. * Maureen Mackowski has since retired

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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