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Peace Of Mind

As a fee-based planning firm, our goal is to help you manage your finances so you can spend more time soaking in all that life has to offer.

Coronavirus Update

During this stressful time, we want to assure you that we are still working!

Like you, we are watching events unfold and carefully monitoring the situation to best protect our clients’ interests. Given the market volatility and retraction we have seen in recent weeks, we are impressed and gratified that our clients realize the necessity to “stay the course”.

As the situation continues to evolve, we may eventually be forced to work from home, as many of you have already. If you need to get in touch with us for any reason, please continue to use our regular phone number and email addresses, which we will monitor regularly.


Thank you for your continued trust and confidence, and we wish everyone good health!

We Can Help You Achieve it

Business Financial Services

Your business is your most important asset. Learn how we can help you protect what you’ve worked so hard to grow.

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Planning Services for Individuals

Your financial goals aren’t just achievable - they’re well within reach. See how we can help you get there.

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Retirement Planning & Services

Whether you’re working toward retirement or already there, we can help you achieve the retirement you’ve always dreamed of.

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Protection for your Family

Shield your loved ones from the unexpected and maximize the wealth you pass down to them with sound insurance and estate strategies.

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Meet Paul J. Toohey

At the helm of 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

Download Our Complimentary Ebook

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 established to help others pursue their financial goals, regardless of age or circumstance, so they can spend more time enjoying what life has to offer.

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