Business Details
14 Years
experience
Your Trusted Partner for Financial Planning & Investment Management
Founded in 2012, Lowell Road Asset Management is a registered investment advisory firm dedicated to helping families and individuals achieve their financial goals. Our approach combines historical analysis, strategic diversification, and valuation discipline to protect and grow client assets over time. As a fee-only advisor, our success is directly tied to our clients' success, ensuring alignment of interests. We utilize Charles Schwab as our custodian, providing transparency and security for client accounts. Our services include comprehensive financial planning, asset allocation, and investment management tailored to individual and family needs. We prioritize long-term relationships, focusing on personalized solutions that adapt to evolving client circumstances.Our team emphasizes education, empowering clients to make informed decisions about retirement planning, tax strategies, and wealth preservation. With offices in Manhasset, NY, we serve clients nationwide through in-person and virtual consultations. Our commitment to ethical practices and client-centric service has earned us the trust of individuals seeking reliable financial guidance. We continuously monitor market trends and economic developments to provide timely, data-driven recommendations. Prospective clients are invited to schedule a consultation to explore how our expertise can support their financial objectives.
Services
Financial Planning
Asset Management
Investment Management
Retirement Planning
Tax Strategies
Details
- Year established: 2012
Highlights and features
- We are a fee-only advisor with success tied directly to client outcomes.
- Our disciplined approach combines historical analysis, diversification, and valuation expertise.
- Founded in 2012 with proven experience in financial planning and asset management.
- We partner with Charles Schwab for secure, transparent client account custodianship.
- Personalized service focused on individual and family financial goals.
Associations and certifications
- SEC
What people say
Personalized service
Transparent fees
Expert guidance
Knowledgeable team
Reliable advice
Services
Financial Planning
We create customized financial plans addressing retirement, tax strategies, and wealth preservation. Our process begins with understanding client goals, risk tolerance, and current financial status. By analyzing cash flow, investments, and long-term objectives, we develop actionable roadmaps to achieve financial security. Our approach emphasizes education, empowering clients to make informed decisions about their financial future.
Asset Management
Our asset management services focus on strategic portfolio construction and ongoing optimization. We implement diversified investment strategies tailored to individual risk profiles and time horizons. Regular portfolio reviews ensure alignment with evolving market conditions and client objectives. Using disciplined valuation techniques, we aim to maximize returns while managing downside risk through cyclical market fluctuations.
Investment Management
We provide active investment management across various asset classes, including equities, fixed income, and alternative investments. Our methodology incorporates historical market analysis and forward-looking valuation metrics. Clients benefit from personalized investment strategies designed to meet specific financial goals, whether retirement income, education funding, or intergenerational wealth transfer. We prioritize cost-effective solutions with transparent fee structures.
People
Todd Greenberg
CFP
Certified Financial Planner with over 15 years of experience in wealth management. Specializes in retirement planning and tax-efficient investment strategies. Committed to client education and long-term financial success.
Michelle S. Lee
Financial Advisor
Experienced financial advisor focusing on personalized investment solutions. Expertise in portfolio diversification and risk management. Dedicated to helping families achieve financial security through comprehensive planning.
Questions
What services does Lowell Road Asset Management offer?
We provide financial planning, investment management, and asset allocation services tailored to individual and family needs.
Are you a fee-only financial advisor?
Yes, we operate as a fee-only advisor, ensuring our interests align directly with client success.
How do you approach investment management?
Our approach combines historical analysis, strategic diversification, and valuation discipline to optimize portfolio performance.
What areas do you serve?
While based in Manhasset, NY, we serve clients nationwide through in-person and virtual consultations.
How are client assets custodied?
Client accounts are held with Charles Schwab, providing transparency, security, and independent oversight.
