My name is Irwin Lowi. After working in a family business ( our store was the prototype for a little company called Home Depot)  for 10 years, I spent 6 years advising and supervising retail establishments who wanted to import from Southeast Asia. I was offered a position in financial services 24 years ago, and haven't looked back.

My first clients were members of credit unions, dealing with estate planning. Many of those clients asked that I start handling their financial accumulation needs as well. I have had the opportunity to take of both the small and quite large accounts in both areas. I have been able to piggyback my own experiences with estate planning, generational planning, needs for daily living to help advise and direct clients to an approach that hopes to address their needs, but first and foremost fits the client's risk tolerance and comfort  above all else.

I would like to speak with you in order to see if we might be able to help you work towards some of your goals.  Please feel free to contact me anytime!