About Our Financial Advisory Journey
Our Story
Our Story of Transformative Financial Guidance
I’m Hunter Lowry, based in Auburn. I’ve partnered with NEXT Financial Group, Inc. through Sierra Ridge Wealth Management in Roseville CA. Committed to client value, I take a holistic Planning approach, using my economics degree from Pitzer College to guide financial goals. Outside finance, you’ll find me enjoying team roping and pursuing my passion for hunting and fishing.
Compliance
Key Information and Regulatory Disclosures
Our Goals
Our Mission to Guide Your Prosperity
Our Vision
Our Vision for Your Financial Freedom
Together we are going to clarify your specific goals, review assets and resources and create opportunities.
My true goal as a financial advisor is to encourage, guide and support you while providing the knowledge and options you need to achieve success.
YOU are my priority, YOUR voice will be heard and TOGETHER we will pursue your path towards financial freedom.
Connect with Hunter Now
Services We Offer
Individual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Insurance Strategies
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.
Education Funding
Learn about the education investing options available to you, and start investing for your child’s future today
Business Retirement Plans
Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Gift Giving
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
Investment Management
The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.
Individual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Insurance Strategies
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.
Education Funding
Learn about the education investing options available to you, and start investing for your child’s future today
Business Retirement Plans
Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Gift Giving
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
Investment Management
The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.
