C2 Private Wealth

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Client assets under management

$1,797,471,749

Clients

2,056

25% high-net worth

Advisors

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

158

Very High

Average account size

$874,257

About

C2 Private Wealth primarily serves individual and high‑net‑worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and ongoing discretionary portfolio management, implementing plans through asset allocation across individual stocks, bonds, ETFs, third‑party managers or model portfolios, and recommending insurance products where appropriate.

The firm’s approach emphasizes risk and scenario analysis to map income distributions and to reduce sequence‑of‑returns risk while maintaining market exposure for potential growth; it uses platform technology to support trading, reporting, and optional tax‑loss harvesting for taxable accounts. C2 integrates plan implementation with limited qualified plan consulting and a Succession Planning Academy aimed at clients’ family members, combining planning, investment management, and coordination of ancillary services.

C2’s business model is notable for its integrated affiliates: it shares client financial information with an affiliated accounting firm (Yaske & Associates d/b/a C2 CPAs) to coordinate tax work as part of the planning process and operates an affiliated insurance agency that sells recommended products. The firm also requires prospective clients to complete a comprehensive retirement education course sponsored by the Retirement Education Foundation, and its advisors participate in media and educational videos used in client outreach and enrollment.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance

Demographic focus

Approaching retirement

Fee options

Fixed

Fixed fees for consulting/planning services ranging from $3,000 to $250,000; Succession Planning Academy fixed annual fee up to $3,000

Percentage

$0+: Up to 1.00% annually (negotiable, maximum fee) $0+: Platform fee 0.00% to 0.50% annually $0+: Tax-loss harvesting service fee 0.05% annually (for enrolled taxable accounts)

Commissions

Insurance products sold by affiliated insurance agency earn one-time upfront commissions typically between 3% and 8% of contract value

Project-based

$75 to $500 per hour for consulting services

Other

Account minimum: $500,000

Main office location

C2 Private Wealth

29409 Haggerty Road, Suite 200

Novi MI 48377, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Michigan · Missouri · Nevada · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 248-567-6688

Advisors at this firm

Jacob Z

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Jason M

Series 63, Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Kirk C

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Ethan L

Series 65

Renfrew, PA

C2 Private Wealth

Ethan Lane is a financial advisor with ASG Investment Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ASG Investment Management since 2018 and has been involved with Accurate Solutions Group, LLC since 2015, where he markets and sells insurance products. Lane also contributes to Advisors Excel, providing business training and marketing resources related to insurance and annuities. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily delivers portfolio management through third-party managers on the AssetMark turnkey platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Curt K

Series 65

Renfrew, PA

C2 Private Wealth

Curt Knotick is a financial advisor at ASG Investment Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at ASG Investment Management since 2018 and previously held roles at Accurate Investment Solutions Inc. and Global Financial Private Capital LLC. Outside of his advisory work, he is the owner and managing member of CCK Holdings LLC, a property management and holding company. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily uses third-party managers through the AssetMark platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Joshua J

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Gregory H

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Matthew A

Series 63, Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Paul M

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Michael M

CFP®, Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Jared L

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

L A

Series 63, Series 66

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

Shawn S

Series 65

Novi, MI

C2 Private Wealth

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement

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