Lowenberg Wealth Management - Crunchbase Company Profile & Funding

Overview

Lowenberg Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Lowenberg Wealth Management

CB Rank

1076137

Lowenberg Wealth Management is a financial firm that provides asset management and business consulting services for organizations.

Founded

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Private

Conshohocken, Pennsylvania, United States

1-10

www.lowenbergwealthmanagement.com/

Consulting

Financial Services

Wealth Management

Details

Legal Name

Lowenberg Wealth Management LLC

Operating Status

Active

Company Type

For Profit

Phone Number

+1-610-492-9196

Contact Email

marc@lowenbergwealthmgmt.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

529 Savings Plans

Tax-advantaged investment accounts for saving for higher education expenses, allowing contributions to grow tax-deferred and withdrawals free from federal income tax when used for qualified education costs.

A-B Trusts (Marital and Bypass Trusts)

Estate planning trusts that help married couples maximize federal and state estate tax exclusions by splitting assets into two trusts upon the first spouse's death.