RICHMOND, VA. – New Republic Partners announced today the expansion of the firm’s advisory capabilities with the addition of Jack Lowe, CFP, EA, as a wealth strategist. Lowe joins a team of investment and advisory colleagues who serve families and foundations with multi-generational wealth. He will be based in Richmond, Virginia, joining Managing Director Ali Bayler who leads the Mid-Atlantic region.
New Republic Partners is a privately held investment and advisory firm that provides customized portfolios, differentiated investment access, and the resources, stability and alignment of a multi-family office.
Lowe will serve clients by providing comprehensive tax, estate, business, risk, and charitable planning. His work will include collaboration with other members of the firm who have related expertise, including senior advisor Billy Owens, CPA, who recently joined the firm after more than 30 years at PwC.
“As New Republic Partners continues to grow, adding colleagues with valuable skillsets and perspectives gained from working with complex family engagements will enhance our ability to serve our clients. In addition to our investment solutions, customized and proactive estate and tax planning advice is critical to the value we deliver,” said Tom Hoops, New Republic Partners’ chief executive officer.
Throughout his career, Lowe has focused on supporting the financial needs of individuals, families, family offices and foundations by providing investment management, wealth planning and other advisory services. Most recently, he served as a wealth advisor at Heritage Wealth Advisors in Richmond. He formerly worked in Washington, DC, with Armstrong, Fleming & Moore.
“I am looking forward to joining the team at New Republic Partners because of their deep commitment to investment and planning excellence. The extensive resources of the two founding family offices and their strong alignment with clients are key attributes of the firm that really resonate with me,” Lowe said.
Lowe is a Certified Financial Planner™ (CFP), and an Enrolled Agent (EA, an IRS authorized tax professional). He graduated from Virginia Tech with a B.S. in financial planning and services.
About New Republic Partners
New Republic Partners is an innovative investment management and wealth advisory firm serving families, business owners, endowments and foundations. Clients benefit from access to investment opportunities usually reserved for large institutional investors and the expertise and experience of a successful and seasoned investment management, wealth advisory and family office solutions team. The firm is headquartered in Charlotte, North Carolina, and serves clients across the U.S. with regional offices. More information is available at New Republic Partners.
New Republic Capital, LLC (which does business as New Republic Partners) is an investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about New Republic Capital’s advisory services can be found in its Form ADV Part 2 and/or Form CRS, both of which are available upon request.