Carlos H. Lowenberg Jr, ChFC
Chief Executive Officer
e: clowenberg@lwmg.com

Carlos H. Lowenberg Jr., Chartered Financial Consultant, is the Founder and CEO of the Lowenberg Wealth Management Group Inc. He has over 20 years of experience in the financial services industry. In 1993, Carlos was a founding partner of the Executive Benefits Group, and in 1995, founded the Lowenberg Wealth Management Group Inc., formerly Covenant Wealth Management.

The Lowenberg Wealth Management Group Inc., A Registered Investment Adviser, in Austin, Texas, is a boutique financial services firm that serves entrepreneurial-minded individuals. They help clients add value to their businesses through Business Transition Planning, Key Person Reward and Retention Strategies, and Wealth Preservation. In addition, Mr. Lowenberg has extensive knowledge, expertise, and experience in all aspects of Family Wealth Counseling, Charitable Estate Planning, and Wealth Transfer Planning. He also is the creator of the Wealth on Purpose® system.

Mr. Lowenberg is often the featured speaker at seminars and conferences in the financial services industry and has advised law firms and accounting firms in charitable and estate planning strategies*. He is a frequent guest on CNBC’s Power Lunch and has been interviewed by Business Week as well. His writings have been published in numerous places including Forbes.com, Investment News, Austin Business Journal, Austin American Statesman, MarketWatch.com, MSN Money, and many more. He is also a co-author of the book entitled Family Wealth Counseling – Getting to the Heart of the Matter by Mr. E.G. “Jay” Link, one of the foremost experts on issues and strategies relating to charitable planning techniques for wealthy families.

Mr. Lowenberg is a member of numerous industry organizations, including: the Association for Advanced Life Underwriters (AALU), the International Association of Advisors in Philanthropy (formerly the National Association of Family Wealth Counselors), National Association of Insurance Financial Advisors (NAIFA), The International Forum, The Advanced Practice Network (APN), and the Society of Financial Service Professionals (SFSP).

Carlos and his wife Nicole reside in Austin, Texas, with their two sons, Nicolas and Tres. Carlos is also Chairman of the Board of City School Austin and a member of the board of the Austin Lyric Opera.

* Neither Lowenberg Wealth Management Group Inc nor any of its employees provide legal, accounting, or tax advice. Please consult with your own professional advisors regarding your specific circumstances.