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Who's right for you.

Robert P. Loweth, CFP®, AIF®

Rexroad Loweth Wealth Management

1127 Floral Pkwy
Ste 200
Wilmington, NC 28403
Phone: (910) 791-3343
Fax: (910) 791-4823

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges

Considerations: Securities & advisory services thru Commonwealth Financial Newtwork, member www.finra.org/www.sipc.org. For residents of CA, CT, FL, KY, NC, NJ, NY, SC

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.