- 781-385-7263
- [email protected]
- 99 Derby St, Hingham, MA
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Lowrey Financial Group is a full-service financial services firm that customizes retirement planning to ensure clients’ assets are preserved and working for them to build a robust future.
As an independent firm with 20-plus years in the industry, we take a holistic approach with our “Financial Confidence Plan,” which focuses on creating income, minimizing tax and financial risk, cost effective healthcare solutions and legacy planning. Our goal is to Create Financial Confidence through our patented five-step plan, tailored to each clients’ specific and unique needs. It’s a proven system that has helped countless clients protect wealth, minimize risk and grow assets to support financial goals.
Founded in 2005 by licensed financial advisor Jake Lowrey, LFG (formerly Mass Wealth Management) has been optimizing strategies for two decades for all clients – from C-suite executives to small business owners to retirees planning their next chapter. For years in Boston, New Hampshire and Vermont, Lowrey has provided invaluable advice in the office, through consultation and on the popular “Mass Wealth Radio” weekly show, sharing information and insights about tends and news in finance, health care, retirement, legacy planning, and more.
Today, the company is anchored by the trusted, licensed advisors trained in executing the five-point plan created and perfected over the past 20 years. It’s the same business, with a new name, committed to fulfilling the legacy of founder Jake Lowrey: providing the highest level of personalized service and expertise to help clients achieve their financial goals.
Lowrey Financial Group is here to support our clients every step of the way. Our commitment to excellence and our track record of success remains unchanged as we enter a new era in our company’s history. Our mission remains the same: to serve clients with integrity and dedication to ensure financial confidence and success.
Join us today to create financial confidence and build your future.
A message to our valued clients and partners
We were saddened and overwhelmed with the sudden passing of our cherished leader, Jake Lowrey, on Oct. 8, 2023. Jake was not just the face of our business and it’s founder, he was the creator of the firm’s values and vision, and was the person who many of our clients personally dealt with directly for many years.
Jake was the loving husband to Victoria and father to their twins, Lilya and Aden, and a loving son, brother and friend to many. His legacy on this firm is indelible and lasting. We are committed to upholding the values he instilled and continuing the expert financial guidance and client service that he delivered for nearly two decades.
Jake grew up in Madison, Wisconsin. He was an excellent billiards player and learned to fish and hunt at a young age. He was a letterman in ice hockey and football in high school and went to work at age 19 after a short stint at University of Milwaukee, first as a car salesman and then working in finance for an auto dealership in Madison. It was there at the dealership where he and Victoria met and started their lifelong relationship.
His life took a turn following the financial crisis of 2008, when he started helping elderly veterans navigate the complicated red tape of the federal government to obtain benefits. He realized he loved helping people obtain financial security and Lowrey Financial Group was born.
He and Victoria moved to Boston and their beautiful twins were born. The company was renamed Mass Wealth Management and Jake grew the business, taking his financial advice onto the airwaves on WRKO in Boston and stations in New Hampshire and Vermont. He built a team of advisors, each fully committed to the financial health of the firm’s clients. It is this team of dedicated advisors who will build on Jake’s legacy and take Lowrey Financial Group into the next era.
Jake had a loving family, a successful career and was a caring and giving person who participated in many philanthropic and charitable endeavors. He believed that people are here to help each other and to make each other’s lives better. Jake never had a dull day and lived life to the fullest. He will be missed by all those he touched along his journey, including all of us here at Lowrey Financial Group.
We look forward to continuing to serve you, our trusted clients, and honoring his legacy every day. Building financial confidence, stability and wealth for each of our clients is how Jake built this company and it’s a privilege for us all to carry on that mission in his honor.
