Team

A diverse team of financial services providers spanning two generations

Lowe Wealth Advisors comprises a team of dedicated, client-centered individuals who bring a diverse perspective on risk management and portfolio management to our independent, fee-based company.

The seed for Lowe Wealth Advisors was sown when Harold A. Lowe and two colleagues founded an independent financial planning company in 1980, which evolved into the founding of the firm now known as Lowe Wealth Advisors.

Harold Lowe’s son, Greg, joined the firm in 1994. He was followed by David Kasten in 2001 and Jennifer Kutchey in 2012. Our team of planners– along with an options trader, Chief Investment Officer, and paraplanner – work together when advising clients so that you receive immediate, professional advice whenever needed.

The Lowe Wealth Advisors team, assisted by our talented support staff, was created to allow for continuity in providing service.

Lowe Wealth Advisors demonstrates our strong commitment to social responsibility through our local volunteer work at organizations such as Maryland SPCA and Habitat for Humanity, as well as our commitment to environmentally conscious business practices.

Quick Facts about Lowe Wealth:

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Lowe Wealth Advisors is here to help you and your family make sound financial decisions through each pivot point of life.

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