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The Hise/Lowry Group

Private Wealth Advisors

4801 MAIN ST

KANSAS CITY, MO 64112

816.932.9910

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The Hise Lowry Group

About us

The Hise Lowry Group

The Hise/Lowry Group offers you the services of Private Banking and Investment Group professionals, giving you direct access to the global investment resources and capabilities of the firm. We provide the personal service of an exclusive and select boutique-like firm and focus on small numbers of ultra-high-net-worth clients in order to devote the necessary time and understanding needed to help manage great wealth. Our rigorously trained private wealth advisors, James Hise and Michael Lowry, can offer you advice and guidance on business succession, wealth transfer, trusts through Bank of America N.A., private equity, real property and more.

To be able to provide the personal attention and responsiveness they are committed to offering clients, James and Michael team with Merrill Lynch financial advisors who can add insurance and investment analytics and access to Bank of America’s trust and estate planning services to The Hise/Lowry Group’s overall capabilities.

We think that, once you see our approach to wealth management, you’ll see it’s the kind you need and deserve. Thank you for considering The Hise/Lowry Group at Merrill Lynch for your wealth management services.

Our Approach

People often ask us about our approach to helping affluent families bring clarity and structure to their financial lives. There is no secret. It’s a simple concept: we put the numbers last.

You see, we’ve found that putting the numbers last is the best way to put the client first. Rather than start with complex spreadsheets and investment matrices, we take a different approach—one that starts with the how, the what and the where: your stories behind your numbers.

  • HOW is your wealth created?
  • WHAT attitudes do you have about money that drive your financial decisions?
  • WHERE do you want your wealth to take you?
  • Once we have that deep understanding, the numbers become clear—and so do our strategies. We can help you organize your income and expenses so that everything, from paying regular living expenses to funding complex wealth transfer strategies, becomes easier and more efficient. We can help you refine your portfolio so that it’s built upon assets that make sense relative to their risk and utility toward your goals. And we can help you design a wealth management strategy based on your values on your terms.

    We offer private wealth management that seeks to enhance the quality of your life while helping you preserve and potentially grow your assets.

    Our Inter Generational Record of Service

    At The Hise/Lowry Group, we focus on helping you both in your daily financial life and in the bigger picture. We’re dedicated to helping you understand and evaluate the potential for gain and uncover possible areas of concern while they are still far on the horizon. Our team helps guide you in integrating and implementing these choices in ways that make sense now and in the years to come.

    Helping you make sense of it all:

    Clients frequently tend to hear outside investment ideas and business proposals. In addition, your family has its own wants, needs and ideas. Our team can help you sort through all these inputs to help you focus on what’s really important and what’s in keeping with your overall strategy.

    Working with the next generation:

    Our work with wealthy family groups centers on generational asset preservation. By working with specialists within Merrill Lynch, we can create guidelines for future investment and provide guidance and advice on suitable family trusts, foundations and family partnerships. We also facilitate family meetings, mentor younger family members on fiscal governance, and provide a central point of contact and clarity when it’s time for assets to be passed on.

    Collaborating effectively:

    At your request, we work closely with your other advisors, including accountants, lawyers, insurance agents, and business managers. Our goal is to ensure that financial strategies you put in place are supported and moved forward by your entire circle of advisors. Our team also offers you access to the services of private wealth bankers and other specialists to help handle particular needs.

    Wealth Management and Private Banking services

    Clients usually come to The Hise/Lowry Group with significant assets. We understand that most clients seek to use their wealth to work toward significant achievements, to explore new possibilities, and to strive to leave a legacy that can last generations. Our goal is to join you on that journey and offer the tools, resources and insight that can help create a smoother path.

    Helping to meet every financial need:

    In conjunction with the investing capabilities of Merrill Lynch and the banking convenience of Bank of America, N.A., our team can offer you highly customized wealth management services that integrate virtually every aspect of your financial life. We can help with:

  • INVESTMENT STRATEGIES customized portfolio recommendations as well as optional discretionary portfolio management
  • WEALTH TRANSFER asset and trust recommendations to help move assets efficiently as part of a lifetime transfer to family or charities, or as part of an estate plan
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  • TAX MINIMIZATION STRATEGIES strategies designed to earn tax-free income or distributions, and/or tax-deferred investments
  • PHILANTHROPY AND CHARITABLE SERVICES developing strategies to focus your giving and help you clarify how to use your resources wisely, measure progress and move closer to your goals
  • RETIREMENT PLANNING SERVICES long-term investment recommendations, as well as lifestyle and expense management strategies, and income and distribution strategies
  • REAL AND INTELLECTUAL PROPERTY strategies to help track and, if desired, monetize the value of real estate, fine art and other collections, copyrights, patents and rights
  • PRIVATE BANKING premier checking, money market and CD accounts, as well as credit cards, bill payment and other bank services tailored for high-net-worth clients
  • ACCESS TO CREDIT AND LENDING SERVICES a range of lending choices, including personal and business lines of credit, equipment and facility financing, securitized lending
  • Accolades

    The Hise/Lowry Group has enjoyed national recognition as a premier wealth management team:

  • Barron’s Magazine named Jim Hise one of the “Top 1,000 Financial Advisors in America” in 2011-2015.


    __________________________________________________________________________

    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 23, 2015. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.

    Some or all alternative investments may not be suitable for certain investors.

    Banking products and services are provided by Bank of America, N.A., Member FDIC.

  • Meet the team

    Back to team

    James T. Hise

    Managing Director

    Private Wealth Advisor

    816.932.9908

    816.932.9908

    james_hise@ml.com

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    Michael A. Lowry

    Senior Vice President

    Sr Resident Dir - Priv Wealth

    816.932.9963

    816.932.9963

    michael_lowry@ml.com

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    Jill Wood

    Reg Private Wealth Assoc

    816.932.9901

    816.932.9901

    jill1.wood@ml.com

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    Winn Clark

    Reg Private Wealth Assoc

    816.932.9909

    816.932.9909

    winn.clark@ml.com


    Awards

    Latest Thinking


    Back to overview

    Meet the team

    James T. Hise

    Managing Director

    Private Wealth Advisor

    816.932.9908

    816.932.9908

    james_hise@ml.com

    Add to address book

    Read Bio

    Michael A. Lowry

    Senior Vice President

    Sr Resident Dir - Priv Wealth

    816.932.9963

    816.932.9963

    michael_lowry@ml.com

    Add to address book

    Read Bio

    Jill Wood

    Reg Private Wealth Assoc

    816.932.9901

    816.932.9901

    jill1.wood@ml.com

    Add to address book

    Read Bio

    Winn Clark

    Reg Private Wealth Assoc

    816.932.9909

    816.932.9909

    winn.clark@ml.com