Strategic Investment Advisors

Strategic Investment Advisors

Founded in 2007 and based in Livonia, Michigan, Strategic Investment Advisors goes to market as C2 Private Wealth, a registered investment advisor built on the premise that advanced wealth-management architecture should be accessible beyond the ultra-high-net-worth segment. The firm couples foundational financial education with integrated planning, inviting prospective clients to attend classes hosted by the Retirement Education Foundation before any advisory relationship begins. The firm's strategy centers on comprehensive retirement planning that spans tax optimization, income structuring, risk mitigation, charitable giving, and estate techniques. Rather than operating as a pure asset manager, C2 deploys capital through customized portfolio construction within individually tailored plans. The integrated model includes an affiliated CPA firm for tax strategy, an insurance agency for risk and legacy products, and exclusive partnerships with estate-planning attorneys — a bundle it terms "family office services." Geographic coverage is concentrated in the United States, with no disclosed international footprint. Team size and AUM are not publicly disclosed. The advisory staff includes CFP® professionals, CPAs, insurance agents, and external estate-planning partners coordinated under a single-client-team model. A notable adjacent entity is the Retirement Education Foundation, which serves as the educational entry point for prospective clients. No recent fund closings, acquisitions, or leadership promotions were verifiable from available sources. A structural differentiator is the firm's insistence on education-before-advice: every client relationship begins with a class on retirement planning, not a sales presentation. This approach, combined with in-house tax and insurance capabilities, creates a vertically integrated advisory shop that competes with trust-company or multi-family-office models while serving a broader wealth demographic.