Carlos H. Lowenberg Jr, ChFC®
Founder & CEO
Carlos H. Lowenberg Jr., Chartered Financial Consultant®, is the Founder and CEO of the Lowenberg Wealth Management Group. 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, formerly Covenant Wealth Management.
The Lowenberg Wealth Management Group, 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, insight, 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 and the Social Capital Opportunity system.
Mr. Lowenberg has often been the featured speaker at seminars and conferences in the financial services industry and has advised law firms and accounting firms in charitable and estate planning1. He has been 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, SmartMoney and many more. Mr. Lowenberg's insights on "Making your charitable donations count - 5 tips in choosing the right charity," were featured on MarketWatch.com. He is also a contributor to 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 a number of industry organizations, including: the Association for Advanced Life Underwriters (AALU), National Association of Insurance Financial Advisors (NAIFA), and The International Forum.
Carlos and his two sons live in Austin. Carlos is also Chairman of the Board of City School Austin and a member of the board of the Austin Lyric Opera.
1. Neither Lowenberg Wealth Management Group, NFP Securities, Inc., nor any of its employees provide legal, accounting, or tax advice. Please consult with your own professional advisors regarding your specific circumstances.
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