To Our Valued Clients and Partners,

With a mix of reverence and hope, we reach out to you in the wake of change within our organization. As many of you may already know, our journey has taken an unexpected turn since the passing of our cherished leader, Jake Lowrey, on October 8th, 2023. Jake was not just the face of our business; he was the embodiment of its values, its vision, and its unwavering dedication to you, our clients.

In the midst of this transition, we find ourselves reflecting on Jake’s legacy and the indelible mark he left on our company. His passion, his integrity, and his commitment to your financial well-being will forever remain at the core of everything we do.

It is with a sense of continuity and evolution that we announce a change to our company’s name and website address. Going forward, we will be known as Lowrey Financial Group. Rest assured, while our name may have changed, our mission remains the same: to provide you with the highest level of personalized service and expertise to help you achieve your financial goals.

We understand that change can be unsettling, but we want to reassure you that our team is here to support you every step of the way. The transition from Mass Wealth Management to Lowrey Financial Group signifies not only a new chapter in our company’s story but also a reaffirmation of our commitment to honoring Jake’s memory by continuing to serve you with excellence and integrity.

Please update your records with our new name and website address. Should you have any questions or concerns during this transition, please do not hesitate to reach out to us. We are here to listen, to support, and to ensure that your financial journey remains seamless.

Thank you for your continued trust and partnership. We are immensely grateful for your understanding and look forward to continuing to serve you under our new identity.

Warm regards,

Victoria, Nathan, Clarissa, Jimmy and Nancy