Planning is the doorway to what's possible



Lowerre & Palmer Wealth Management

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much, we are well-positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.




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Lowerre & Palmer Wealth Management

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
877-679-3050
877-824-2246 fax
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Paul C. Lowerre
Senior Vice President Wealth Management
David I. Palmer, CIMA, CFP
Account Vice President
Investment Associate
Nikita May Boston
Client Service Associate
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