C2 Private Wealth, a family-founded registered investment advisory firm based in Novi, has launched a newly designed website that reflects the firm’s continued growth and integrated planning philosophy. The website, available at https://c2privatewealth.com, introduces a refined digital presence aligned with the firm’s identity as a multi-disciplinary advisory practice.

The launch follows the firm’s rebrand earlier this year from Senior Planning Advisors to C2 Private Wealth. The name change reflects the firm’s evolution while honoring its founders, Kirk and Jessica Cassidy, and the family-first values that continue to guide its work. C2 Private Wealth serves more than 1,000 families nationwide, with more than $2 billion in assets under advisement, including investment and insurance strategies. The firm operates offices in Novi, Ann Arbor, and Bloomfield Hills, Michigan, as well as in Missouri, and supports households across the United States through both in-person and virtual planning engagements. The new website features a modern layout designed to provide visitors with a streamlined, intuitive experience. The design and language reflect the firm’s planning philosophy, "One Plan. One Team.", and reinforce the clarity, structure, and long-term thinking that define its approach to client service.

"Kirk and Jessica have built something really exceptional." said Lea Boreland, Director of Growth & Business Development at C2 Private Wealth, "The site will now reflect how unique what we do is." The firm's approach is built on family office style services, offering services typically reserved for ultra-high-net-worth individuals to all of their clients. The process integrates advanced tax strategies, risk mitigation, income optimization, charitable giving, and estate planning techniques to align every financial decision with client goals. The team runs hundreds of iterations to craft a plan not just for one year, but for the course of a lifetime.

With the launch of the website came the opening of applications of Summer 2026 internship program. The C2 Internship Program is designed for students who want to learn and contribute in a high-performing work environment where care, accountability, and ownership are the standard. Interns are given meaningful responsibilities from day one and are expected to think critically, ask questions, and deliver work that meets professional standards. Inquiries and resumes can be directed to careers@c2privatewealth.com.

About C2 Private Wealth C2 Private Wealth is an independent, family-founded registered investment advisory firm headquartered in Novi, Michigan. The firm provides integrated planning solutions for individuals and families across the United States, with services spanning investment management, tax strategy, estate planning, and insurance. Disclosures: C2 Private Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Assets under advisement include both investment advisory and insurance-related assets.
For more information, visit https://c2privatewealth.com/disclosures or refer to the firm’s Form ADV.