With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Advisors

Advisor photo for Stan Lowenstein

Stan Lowenstein

Financial Advisor

Managing Director
Visit Stan Lowenstein's website


Team

Maria Schwartz

Client Service Coordinator