Who We Are

Mike H. Loewe, CFS®

Wealth Management Advisor

Mike earned a Bachelor of Science degree in Business Management from The University of Cincinnati in 1996. Before joining Wealthquest, Mike spent sixteen years with TD Ameritrade. Most recently, he served as Regional Manager of multiple branches across five states and spent most of his time training his teams to better meet client needs. Mike completed the CFP® study program at Xavier University and is currently preparing to sit for the board exam.

Mike lives in Cincinnati and is married with two children. He enjoys sports, traveling and spending quality time with his family.



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000