Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Stan Lowenstein

Stan Lowenstein

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Stan Lowenstein's website

Team

Stacey McCulley

Stacey McCulley

Registered Client Service Associate

Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • Life, Accident, Health and Variable Insurance
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