Purposeful
Wealth
our firm
Masterpiece Capital was founded in the late 1990s by Carlos Lowenberg with one simple goal, to help business owners and executives build wealth that lasts.
Your Ambition,
Your Legacy.
Our Mission:
To provide business owners with disciplined, integrated planning that strengthens financial structures, protects capital, and supports confident decision making across generations.
our vision:
A world where founders and families move through major milestones: Growth, transition, liquidity and legacy with clarity, control, and a strategy engineered to endure.
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Our History
What began as a boutique firm designing long-term incentive plans like deferred compensation and phantom stock has grown into a nationally recognized financial firm specializing in advanced tax strategy, executive retention, legacy planning and investment management.
For more than 25 years, Masterpiece Capital has guided clients through 59 successful business exits, from $2 million transactions to deals exceeding $200 million. Their experience spans industries and company sizes, from privately held mid market businesses to organizations with over 20,000 employees.
Meet Our
Senior Team
Get to know the experts dedicated to helping you achieve your goals.
