Lowery Thomas, LLC Email Format
Investment ManagementCalifornia, United States2-10 Employees
Lowery Thomas, LLC is an investment management firm based in San Francisco, California, offering financial advisory and investment planning services. Founded in 1999, the firm prioritizes ongoing relationships with clients and a disciplined approach to helping individuals pursue their financial goals. It seeks to understand each client's life story and objectives to tailor guidance accordingly. Principals include two CPAs and a Certified Financial Planner with a Masters in Taxation, all of whom are Registered Investment Advisors, enabling integrated tax-aware planning and investment advice. As a small firm, Lowery Thomas combines accounting, tax expertise and investment experience to provide coordinated guidance for clients in the San Francisco market.