About Carlos Lowenberg, Jr. ChFC®

Carlos H. Lowenberg, Jr., ChFc®, has over twenty years of experience in the financial services industry. He is the founder and CEO of a successful boutique business management and financial services firm in Austin, Texas, serving entrepreneurial-minded individuals. His firm helps clients add value to their businesses through Business Transition Planning, Key Person Reward and Retention Strategies and Wealth Preservation. 

In addition, Mr. Lowenberg has extensive knowledge, insight, and experience in all aspects of Family Wealth Counseling, Charitable Estate Planning, and Wealth Transfer Planning. He is also the creator of the Wealth on Purpose® system and the Social Capital OpportunityTMapproach to legacy and estate planning.


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Mr. Lowenberg has often been the featured speaker at seminars and conferences in the financial services industry and has advised law firms and accounting firms in charitable and estate planning, He has been a frequent guest on CNBS's Power Lunch and has been interviewed by Business Week as well. His writings have been published in numerous places including, Investment News, Austin Business Journal, Austin American Statesman,, MSN Money, SmartMoney and many more. Mr. Lowenberg's insights on "Making Your Charitable Donations Count—Five Tips in Choosing the Right Charity," were featured on He is also a contributor to the book entitled Family Wealth Counseling—Getting to the Heart of the Matter by Mr. E.G. "Jay" Link, one of the foremost experts on issues and strategies relating to charitable planning techniques for wealthy families.

Mr. Lowenberg is a member of a number of industry organizations, including: the Association for Advanced Life Underwriters (AALU), the National Association of Insurance Financial Advisors (NAIFA) and The InternationalForum. Carlos is also Chariman of the Board of City Schools Austin and a member of the board of the Austin Lyric Opera.

Carlos and his family reside in Austin, Texas.

Lowenberg Group, LLC, dba Lowenberg Wealth Management Group (LWMG), is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lowenberg Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lowenberg Group, LLC unless a client service agreement is in place.

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