Wealth On Purpose

Create A Greater Vision for Your Wealth, Your Business, Your Legacy


Every successful business owner goes through three distinct stages: Survival, Growth and

Maturity. No matter what stage your business is in, you are likely preoccupied with how

the business can better the lives of your family, your employees and your community and

how it can be grown for a successful exit. In WEALTH ON PURPOSE®, Wealth Steward

for Business Owners, Carlos H. Lowenberg, Jr., ChFC® provides leadership, clarity and

confidence to help you make informed decisions about your business wealth as he covers

three core areas:


1. Creating Your Vision: discovering and developing a vision for your wealth

2. Building and Managing Your Wealth: nurturing your team and tackling taxes

while you build your wealth

3. Safeguarding Your Future: preparing for succession and windfall events while

protecting your legacy

With proper planning and management, you and your business can thrive and provide

for your family, your key stakeholders and your community.