The “Big Picture”. Sometimes it’s hard to see. When it comes to money, it can be a challenge to know how all the various aspects of your life come together, and how they can work for – or against – you in the long run.
As a fee-based planning firm, our goal is to help you manage your finances. We get “Big Picture” planning – in fact, we specialize in it! Experience counts in this industry, and as one of our valued clients, you can spend less time worrying and more time LIVING.
Your business is your most important asset. Learn how we can help you protect what you’ve worked so hard to grow.
Your financial goals aren’t just achievable - they’re well within reach. See how we can help you get there.
Whether you’re working toward retirement or already there, we can help you achieve the retirement you’ve always dreamed of.
Shield your loved ones from the unexpected and maximize the wealth you pass down to them with sound insurance and estate strategies.
Meet Paul J. Toohey
Leading 2E Wealth Management is industry veteran Paul J. Toohey.
Beyond his decades of expertise, Paul is a highly credentialed professional who has dedicated his career to putting clients first.
He is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and an Accredited Investment Fiduciary® (AIF®) - two of the most revered designations in the financial services industry.
Learn More About Paul J. Toohey
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
2E Wealth Management was created to give our clients the information, support, and services they need to pursue their financial goals, regardless of age or circumstance.
Are you ready to take the next step?