Reviews

Jonathon is super knowledgeable, trustworthy and doesn't waste time. His fees are reasonable and doesn't bill unnecessary. I would recommend him without question!

Mr. Lowe took care of the trust of my in laws before they passed away. My mother-in-law had alzheimers and was unable to manage her affairs. Mr. Lowe did such an excellent job with investments and management that although there were tons of bills to pay (medical and otherwise) we ended up with more money when she passed away than what we began with. When we had questions that needed answers he always returned our calls and was upfront about what we needed to know. I totally trust him and would recommend him to anyone.