Lowenberg Wealth Management Group

We see ourselves as a wealth design firm; more specifically, a Business Wealth Design™ firm. As such it is our place to design and then deliver plans and programs that help build wealth for business people. Our collaborative, innovative and proven process provides a clear path for our clients to work toward building lasting wealth. We believe now more than ever business people find value in our proposition because of our holistic approach and our depth of knowledge with regard to the various options available. We believe the current state of affairs - the economy, constantly changing tax laws, globalization, and massive technological advancement - gives birth to both exceptional opportunity as well as exceptional risk. We believe winning the game of business now will yield greater results than ever before, and thus more wealth creation than ever before. And conversely, missteps will be more costly. We believe that what we do is not about selling but about co-designing solutions for business people that optimize their chances of success. We believe a diagnostic process is required before any recommendation is even considered. We seek to understand first and foremost, then to be understood. And we believe in service - truly serving to our highest capacity those with whom we are fortunate enough to engage. "The best way to predict the future is to create it.