Helping You Preserve Your Wealth, One Generation to the Next.
At Jones Lowry, we understand the complexities of wealth creation and preservation. As a leading life insurance planning firm with 40 years of experience, we specialize in designing, implementing, and servicing large-block life insurance portfolios for high net worth families and their advisors. Our team of experts works closely with clients and their advisors to identify financial objectives, review alternatives, and recommend customized solutions that help achieve their goals.
Our Services
We offer a range of services tailored to meet the unique needs of our clients. Our goal-based solutions are designed to help reduce estate, gift, and income taxes, pass a legacy to heirs or charities, and accumulate assets in a tax-efficient manner. We also provide protection against litigation and creditors. Our team of experts works closely with clients and their advisors to identify financial objectives, review alternatives, and recommend customized solutions that help achieve their goals.
What Sets Us Apart
What sets us apart is our commitment to providing value-added planning for ultra-high net worth clients. We lead with customized planning, and our clients define the terms of the engagement. Our planning team includes highly credentialed and experienced professionals, including independent insurance attorneys, actuaries, MBAs, and CFPs. We also provide multi-generational personalized service, ensuring that our clients receive high-quality care for the life of their policy.
Our Process
Our professional process involves working closely with clients and their advisors to identify financial objectives, review alternatives, and recommend customized solutions. We use a disciplined approach to helping clients enhance and preserve their wealth, involving plan and portfolio design, medical underwriting, and policy management.
Professional Partnerships
We believe in the importance of collaboration and work closely with other professionals, including attorneys, CPAs, and investment advisors. Our team approach ensures that our clients receive comprehensive and integrated solutions that meet their unique needs.
Resources
We are committed to providing our clients with the resources they need to make informed decisions about their financial planning. Our publications, newsletters, and speaker programs provide valuable insights and information on the latest trends and developments in the industry.
Positive Experiences with Dr. Lowey
Communication and Bedside Manner
Dr. Lowey is praised for being extremely easy to talk to, making patients feel comfortable and at ease. The doctor takes the time to thoroughly discuss concerns and symptoms, never making patients feel rushed or hurried during appointments.
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