Our Story

IN THE BEGINNING

“Since financial services companies continue to come and go, I wanted to build a firm whose core values would allow us to stay.

MARC LOWELL, PRESIDENT AND FOUNDER

At A.I.D. Wealth Management, we believe that amid an ever-changing investment landscape, investors will want to work with and confide in a firm that will consistently guide them through the intricacies of investing and financial planning.

It is our mantra of core values that we believe our clients will want to see as part of a firm that they will work with for life.

WE ARE COMMITTED TO…

Helping you work toward your unique financial goals.

Providing unparalleled service.

Creating a long-term trusted relationship.

Placing your interests first – at all times.

IN THE BEGINNING

“Since financial services companies continue to come and go, I wanted to build a firm whose core values would allow us to stay.

MARC LOWELL, PRESIDENT AND FOUNDER

At A.I.D. Wealth Management, we believe that amid an ever-changing investment landscape, investors will want to work with and confide in a firm that will consistently guide them through the intricacies of investing and financial planning.

Although many other companies claim to do a very good job at this as well, it is our mantra of core values that we believe our clients will want to see as part of a firm that they will work with for life.

A Firm Structured Around You

The A.I.D. platform was conceived with our clients in mind. Since we don’t offer any proprietary products, our recommendations are based solely on you and your financial well-being.

Fully

INDEPENDENT PLATFORM

Local & National

STRATEGIC ALLIANCES

Charitable

INVOLVEMENT

Highly

credentialed

30 +

years of experience

ALWAYS

client-first

Solutions

TO YOUR
FINANCIAL PUZZLES

Relationship

AMBASSADORS

A Firm Structured Around You

Distinctly different than other firms, the A.I.D. platform was conceived with our clients in mind. Since we don’t offer any proprietary products, our recommendations are based solely on you and your financial well-being.

Highly

credentialed

30 +

years of experience

ALWAYS

client-first

Solutions

TO YOUR
FINANCIAL PUZZLES

ABOUT OUR FOUNDER

A Dynamic Blend of Entrepreneurship and Passion

Having formerly helped build a national independent financial planning firm from start to IPO, Marc Lowell founded A.I.D. Wealth Management with a clear objective in mind. By bringing on some of the industry’s most professional and competent advisors, Marc created A.I.D. to methodically serve the needs of both individuals and businesses in the most efficient manner possible.

READ FULL BIO

ABOUT OUR FOUNDER

A Dynamic Blend of Entrepreneurship and Passion

Having formerly helped build a national independent financial planning firm from start to IPO, Marc Lowell founded A.I.D. Wealth Management with a clear objective in mind. By bringing on some of the industry’s most professional and competent advisors, Marc created A.I.D. to methodically serve the needs of both individuals and businesses in the most efficient manner possible.

READ FULL BIO

GET IN TOUCH

At A.I.D. Wealth Management, we take pride in providing an unparalleled level of service to private clients, family offices, and businesses alike. We’d like to do the same for you.

2500 WESTON RD SUITE 213 WESTON, FL 33331

(888) 667-4750

INFO@AIDWEALTHMANAGEMENT.COM

START THE CONVERSATION

© 2017 A.I.D. Wealth Management, All rights reserved.

*Registered Representatives of INVEST Financial Corporation, member FINRA /SIPC. INVEST and affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named.

*This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a brokerdealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation’s Privacy Policy