We Are Trustworthy.
We Are Smart.
We Listen.
And We Care.
Why 2X Wealth Group
Our approach is collaborative and highly individualized, shaped by what matters most to each client. We combine deep institutional investment and risk-management expertise with the warmth of a team that truly knows its clients.
We specialize in supporting women, but we welcome anyone seeking a thoughtful partner in building and protecting wealth.
We are part of Ingalls & Snyder, LLC, a distinguished Wall Street firm serving high-net-worth clients worldwide since 1924 with over $12 billion in assets under management.
Fiduciaries
We act in your best interest.
Independent
We tailor investments to client needs.
Fee Only
We do not receive any commissions.
Our Services
We begin by getting to know you: Your goals, values, and the stories behind your financial life.
We build broadly diversified portfolios tailored to your goals, with no-load mutual funds, and ETFs. For clients who prefer a more customized approach, we also offer dedicated individual-securities portfolio management. Our approach is rooted in research from both independent and top Wall Street firms and informed by over 60 years of collective industry experience.
We dig deeper. We take a holistic view of your financial position and align your financial strategy with your future goals. It is a meticulous and granular process where we begin by uncovering details about your savings, earnings, spending, and life plans.
Understanding your comfort with risk is a key part of this process. We use the information we gather to create a strategy that helps you meet your objectives. We explain our recommendations clearly and take the time to ensure you feel informed and confident.
Our work doesn’t end once the plan is built. Financial lives change—and we stay engaged. We monitor your progress, offer timely guidance, and help you adjust as life unfolds. When needed, we coordinate with your accountants, attorneys, and other advisors to keep every part of your financial world working in harmony.
We have expertise in helping individuals with investable assets tied up in their company stock.
If a meaningful portion of your compensation comes in the form of Restricted Stock Units (RSUs), stock options, or company shares, we help you understand how they work, how they are taxed, and how they fit into your broader financial picture.
We use our individual stock expertise to provide both tactical and strategic advice. Depending on your needs we help you with the timing of exercising, selling or reinvesting.
2X Wealth Group was founded by two Wall Street veterans
We are investment experts with a strong track record of delivering results for individual and institutional clients.
Work with Us
Ingalls & Snyder, LLC
1 Rockefeller Plaza,
7th Floor
New York, NY 10020-2003
A 2026 Barron's Top 100 RIA Firm
