C2 Private Wealth

C2 Private Wealth is a financial planning firm that builds customized retirement plans, pulling together investments, taxes, Social Security, charitable giving and estate planning into one coordinated plan. The firm describes itself as family-owned and was founded by Kirk and Jessica Cassidy more than twenty years ago, with a team of nearly 40 professionals across its offices.

The firm's advisors work alongside CFP professionals, tax specialists, insurance agents, CPAs and estate partners, and clients can attend a retirement education class hosted by the Retirement Education Foundation before starting an advisory relationship. The corporate office is at 29409 Haggerty Road in Novi, with other offices in Ann Arbor and Bloomfield Hills, Michigan, and in Columbia, Missouri, and Renfrew, Pennsylvania.