Scott Lowe

Partner Advisor

AAMS®

Scott Lowe is a Partner Advisor and Accredited Asset Management SpecialistSM in Allworth’s Vancouver, Washington, office. He began his career at a large full-service financial firm but soon recognized that his clients needed more tailored, independent guidance. That realization led him to co-found a wealth management firm dedicated to deeper, more personalized service. Over time, that firm grew through strategic partnerships and ultimately joined Allworth in 2024. A graduate of the University of Utah with a degree in Economics and a member of the Honor Society, Scott is passionate about building lasting relationships rooted in trust and mutual respect. He provides comprehensive financial, retirement, and estate planning, with a strong focus on education—empowering his clients to make confident, well-informed decisions about their future.

Scott lives in Ridgefield, Washington, with his wife and their youngest son. His oldest son resides in Utah, while his middle son is currently serving a church mission in Raleigh, North Carolina. Outside of work, Scott enjoys mountain biking, road cycling, cooking and exploring new restaurants, working on cars with his sons, and spending quality time with his wife.

I take the time to really sit down and get to know my clients—their values, goals, concerns, and what success means to them personally. It’s not just about numbers on a page; it’s about understanding what they want their wealth to do for them and their family. From there, I design a financial strategy that aligns with their unique dreams, priorities, and definition of success.

Throughout our partnership, my clients can expect transparency, honesty, and a relationship built on trust. When I say something, I mean it. My handshake is my bond. And while I’ll never claim to know everything, I do know that I care deeply about every single one of my clients. I treat their goals and concerns with the same seriousness I would my own family’s—and I’m committed to walking alongside them every step of the way

What I enjoy most about being an advisor is the opportunity to educate and empower others—to help my clients think outside the box and make decisions with greater clarity and confidence. My father taught me early on that knowledge only matters if you share it. That lesson stuck with me, and it continues to guide how I approach my work every day.

That’s why I see my role as more than just managing assets. I never want to be a passive resource to my clients. My passion lies in sharing what I know in ways that are meaningful and helpful, so my clients not only feel informed but also genuinely supported in every financial decision they face.

If you don’t share your knowledge, it’s wasted—that’s what my father taught me. It’s a lesson I carry into every client relationship.

Latest Insights


The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

Read more
Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

Read more
The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

Read more