Strategic Investment Advisors, LLC

C2 Private Wealth, founded in 2007, is a fee-based financial planning and investment management firm specializing in asset management services and financial planning consultations. The firm does not sell annuities, insurance, stocks, bonds, or mutual funds. Clients maintain control of their assets, with the firm providing tailored investment strategies based on individual goals and risk tolerance. C2 Private Wealth offers discretionary asset management services with a minimum investment requirement on the AssetMark Platform ranging from $25,000 to $500,000, depending on the investment strategy chosen. Financial planning services are also available, with fixed and hourly fee options. The firm's president, Kirk Cassidy, has additional roles as an insurance agent and CPA firm owner, disclosing potential conflicts of interest. Heather Lyon serves as the Chief Compliance Officer, overseeing compliance and supervision. The firm does not engage in wrap fee programs, receive external compensation for securities sales, or share capital gains. Clients receive quarterly account statements and have the option to vote on proxies. C2 Private Wealth does not vote proxies on securities. The firm's employees adhere to a Code of Ethics, ensuring client interests are prioritized. Heather Lyon, the Chief Compliance Officer, is responsible for compliance oversight.