Lowery Finance

Lowery Financial Partners, more commonly known as Lowery, is a private wealth management firm catering to high-net-worth individuals, families, and institutions. Based in Atlanta, Georgia, Lowery distinguishes itself by emphasizing a holistic approach to financial planning, integrating investment management with tax optimization, estate planning, and philanthropic strategies. The firm's core service revolves around constructing and managing personalized investment portfolios. Unlike some firms that rely heavily on proprietary products, Lowery emphasizes open architecture, meaning they have access to a wide array of investment vehicles, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. This allows them to tailor portfolios to meet specific client goals, risk tolerance, and time horizons. Investment decisions are driven by fundamental research and a long-term perspective, aiming for consistent, risk-adjusted returns. Beyond investment management, Lowery provides comprehensive financial planning services. These services include retirement planning, helping clients understand how to generate sustainable income streams in retirement while managing longevity risk and inflation. Estate planning involves working with attorneys and other professionals to develop strategies for wealth transfer, minimizing estate taxes, and ensuring assets are distributed according to the client's wishes. Tax planning aims to minimize tax liabilities through various strategies, such as tax-loss harvesting and charitable giving. Lowery also assists clients with philanthropic planning, helping them align their giving with their values and achieve their charitable goals. Lowery's commitment to client service is a cornerstone of its business model. They prioritize building long-term relationships based on trust and transparency. Clients work directly with a dedicated team of financial advisors who provide personalized attention and guidance. The firm utilizes sophisticated technology platforms to provide clients with real-time access to their portfolio information and facilitates seamless communication. While Lowery's specific investment performance data is not publicly available, the firm emphasizes a disciplined investment process and a focus on risk management. They aim to deliver consistent, risk-adjusted returns over the long term, taking into account each client's unique circumstances. In a competitive wealth management landscape, Lowery differentiates itself through its comprehensive service offering, open architecture approach, and unwavering commitment to client service. Their focus on holistic financial planning, rather than solely investment management, allows them to address the complex financial needs of high-net-worth individuals and families, helping them achieve their financial goals and secure their financial future. Lowery continues to adapt to the evolving financial landscape, leveraging technology and industry best practices to provide its clients with sophisticated and personalized financial solutions.