Rexroadloweth Wealth Management

About Rexroad Loweth Wealth Management

Rexroad Loweth Wealth Management empowers individuals and families to achieve financial security and pursue their dreams. Founded in 1989, our team of experienced financial professionals offers comprehensive wealth management services tailored to each client's unique needs and aspirations.

Our Vision

Our core objective is to partner with clients and help them reach their financial goals through a personalized and holistic approach to wealth management. We believe that financial planning is the foundation for a secure and fulfilling future.

What Sets Us Apart?

• Client-centered approach: We prioritize understanding your individual goals, anxieties, and aspirations.
• Holistic planning: We take a comprehensive look at your financial life, considering investments, risk management, taxes, retirement plans, and estate planning.
• Personalized solutions: We customize your plan based on your unique circumstances and aspirations.
• Exceptional service: We are committed to open communication, clear explanations, and consistent guidance.

Our Services

• Financial Planning: Develop a roadmap to your financial goals, covering investments, risk management, tax planning, retirement planning, and estate planning.
• Investment Management: We help you build and manage a diversified portfolio aligned with your goals and risk tolerance.
• Retirement Planning: Maximize your retirement accounts and plans to achieve financial security in your golden years.
• Risk Management: Identify and mitigate potential risks through comprehensive insurance coverage.
• Business Services: We offer specialized services to businesses, including 401(k) plans and financial planning for owners and executives.

Our Approach

1. Discovery: We take the time to understand your individual goals, dreams, and financial situation.

2. Analysis: We assess your current financial health and identify potential areas for improvement.

3. Planning: We develop a customized plan that aligns with your unique needs and aspirations.

4. Implementation: We execute your plan and track your progress over time.

5. Review and Adjustments: We regularly review your plan and make necessary adjustments as your life and financial goals evolve.