Welcome to Mackie/Lowe Private Wealth Management. Managing Wealth is more than just simply managing investments. Our elite, multi-generational team is committed to providing you with superior wealth management through tailor-made strategies that ensure your short and long-term goals are met.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
We are committed to helping affluent families manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day.
With an enhanced team-based approach that provides both local and national industry expertise, Mackie/Lowe Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
"Working with Mackie/Lowe Private Wealth Management has brought a sense of solidity to our lives. They are a financial security blanket…one you want to keep around for a long time. They are excellent people, whose skills and knowledge are invaluable….available at any time or any place. They make it a point to keep us fully informed about all of our financial planning strategies."
Download our free whitepaper for more information on various issues that you may want to consider when leaving an inheritance to your children.
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