JVL Wealth Strategies
Nathan Lowe, CFP®, CPWA® is a wealth management professional currently working at JVL Wealth Strategies since January 2022. Previously, Nathan held multiple roles at Plante Moran Financial Advisors from 2014 to 2022, including Manager, Senior Advisor, and Advisor in Wealth Management, alongside an internship in 2013. Early career experiences include roles at Treadstone Funding, Vector Distribution, Orchard Hills Athletic Club, and Meijer. Nathan holds a Bachelor of Arts in Economics from the University of Notre Dame and also studied Economics at the University of Chicago. Nathan graduated from Grand Rapids Catholic Central High School in 2010.
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JVL Wealth Strategies
JVL Wealth Strategies clarifies the complex to help you confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, we develop tailored wealth strategies, manage asset growth, and coordinate your team of advisors to proactively ensure financial security for the long term. Our sophisticated and personalized strategies involve everything from financial, tax, and estate planning to risk management, charitable giving, and multi-generational gifting. We are here to walk alongside you and your family in every step of your financial journey. Feel free to give us a call; we’d love to talk to you.