Tate Lowe, CFP

Tate Lowe, CFP Well Lived Wealth, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Introducing The Well Lived Wealth Way ✨ Our signature meeting flow designed to make your conversations about money more ...
06/25/2026

Introducing The Well Lived Wealth Way ✨
Our signature meeting flow designed to make your conversations about money more meaningful, more intentional, and more you.

From story-sharing → to clarity → to action → to staying aligned… this is how we help turn your wealth into a life well lived.

Because it’s not just about managing money — it’s about designing a life you love.

Sarah Ogle recently stopped by to present Molly with the Equitable Advisors' Gary Ferguson award -- a recognition of her...
06/22/2026

Sarah Ogle recently stopped by to present Molly with the Equitable Advisors' Gary Ferguson award -- a recognition of her continued dedication to philanthropy and giving back.

Molly's passion for making a difference goes far beyond business, and this award is a testament to the impact she creates in the community every day.

We’re so proud to be part of her journey and inspired by the leadership she brings to Well Lived Wealth

As part of her recognition, Equitable has made a donation in her name to Saint Luke's Methodist Gethsemane Campus afterschool program.

Thank you to everyone who joined us for our Medicare informational event! Whether you're approaching eligibility or just...
06/16/2026

Thank you to everyone who joined us for our Medicare informational event! Whether you're approaching eligibility or just starting to explore your options, we're glad you were there.

A big shoutout to Eileen Westbrook for being an incredible speaker and resource—we’re so grateful for you!

👀 Be on the lookout for more Medicare events coming soon!

Last week we took our strategy off the spreadsheets and onto the track 🏎️💨It turns out our team knows how to handle more...
06/02/2026

Last week we took our strategy off the spreadsheets and onto the track 🏎️💨

It turns out our team knows how to handle more than just portfolios -- we can handle hairpin turns too.

Just like racing, smart financial planning is all about timing, precision, and knowing when to accelerate.

BIG THANKS to Steve Ledner for a fun afternoon!

Safe to say.... we're built for both speed and long-term performance! 📈

Our day took a purr fect turn when a client stopped by the Well Lived Wealth office with the kittens she fosters and reh...
04/21/2026

Our day took a purr fect turn when a client stopped by the Well Lived Wealth office with the kittens she fosters and rehabilitates. 🐾

From tiny paws to curious whiskers, these little furballs absolutely stole the show—and our hearts. It was impossible not to smile (or stop working) with that much cuteness roaming the office.

Proof that sometimes the best meetings include kittens, cuddles, and a little extra joy. 🐱💛

🌿 New Team Member AnnouncementWe’re excited to welcome Sadie Morelli to Well Lived Wealth as our new Client Service Asso...
04/13/2026

🌿 New Team Member Announcement

We’re excited to welcome Sadie Morelli to Well Lived Wealth as our new Client Service Associate! 🌿

Sadie is a key part of creating a seamless, organized, and genuinely comfortable experience for our clients. From onboarding and account administration to behind-the-scenes coordination, she helps reduce complexity so families can focus on what matters most.

Well Lived Wealth is Life Well Lived! www.WellLivedWealth.com

Address

3200 Southwest Freeway, Ste 1800
Houston, TX
77027

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