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Schwab Alliance

Service Designed to Complement Your Relationship with Us

In addition to the personalized service you receive from Lowery Thomas advisors, dedicated phone support is available with Schwab Alliance representatives. Our clients also have secure online access to schwaballiance.com which is a website designed exclusively for clients of independent advisors like Lowery Thomas that custody at Schwab. There are many useful features on the Schwab Alliance website including account history, positions and transactions, 10 year archive of account documents, portfolio performance with real-time balances, quotes and current market information and research from respected sources.

Lowery Thomas, LLC is a wealth management firm registered with the Securities and Exchange Commission dedicated to helping clients achieve their financial goals. Through our talented team of advisors, we provide actionable planning ideas that is focused on bettering your financial situation now and in the future. Our experience and commitment to expanding our knowledge of financial markets, strategies and proactive advice sets us apart from others. The firm prioritizes efficiency and effectiveness in our internal tools and platforms that is evidenced by the investment we make in technology in both client facing and advisor-based systems.

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