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Business Financial Services

Competence - Diligence - Integrity

Client Centered

You are a business owner -- you’ve worked with purpose and intent to get where you are today. As business owners ourselves, we understand the grit, determination, and sacrifice it takes to build something out of nothing. 

For more than 30 years we’ve provided fiduciary planning services to hard-working business owners just like you. We earned top industry credentials, not because we had to, but because we can’t imagine doing business any other way.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Accredited Investment Fiduciary® (AIF®), Paul J. Toohey will defend your business with the same level of passion and determination as you do.

Whatever your business needs to move forward, 2E Wealth Management can help:

  • i401(k) & 401(k) Plans
  • 403(b)7 & 457 Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • Key Man Insurance
  • Small Group Health Insurance Plans
  • Business Continuation

Have a Question About Services for Businesses? 

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