Gary Cowles
Managing Partner at The Cowles Group | Rockport, Massachusetts, United States
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As the Managing Partner of The Cowles Group, Gary Cowles brings a wealth of expertise in wealth management and financial advisory services, positioning the firm as a trusted resource for individuals and businesses seeking comprehensive financial solutions. With a focus on creating retirement security and building lasting legacies, Gary leads a dedicated team that specializes in tailored strategies for both personal and corporate financial needs. His deep understanding of tax strategies for business owners and executive compensation plans allows The Cowles Group to deliver customized, nonqualified benefit plans that enhance the financial well-being of key executives.
Under Gary's leadership, The Cowles Group has embarked on several key projects aimed at expanding its service offerings and enhancing client engagement. These initiatives include the development of innovative retirement plan consulting services that cater to the unique needs of businesses navigating the complexities of 401(k) plans and employee benefits. Additionally, Gary's expertise in estate planning and mergers & acquisitions has positioned the firm to assist clients in maximizing their financial potential while ensuring compliance with regulatory standards.
Gary's commitment to excellence is evident in his hands-on approach to client relationships, where he emphasizes thorough evaluations and thoughtful solutions tailored to individual circumstances. His ability to integrate investment advisory services with a holistic financial planning perspective ensures that clients receive comprehensive support in achieving their financial goals. As a registered investment advisor in New Hampshire, The Cowles Group, under Gary's guidance, continues to set a high standard in the financial services industry, empowering clients to make informed decisions that secure their financial futures.
Managing Partner at The Cowles Group in March 2014 to Present
Vice President at CAPTRUST in August 2012 to February 2014
Owner and Founding Partner at Bay Colony Partners in June 2006 to August 2012
Senior Vice President at USI Consulting Group in June 1998 to May 2006
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Wealth Management
Financial Advisory
Executive Pay
Retirement Plan Consulting
Deferred Compensation
Insurance
Estate Planning
Retirement
401k
Retirement Planning
Mergers & Acquisitions
Investment Advisory
Strategic Financial Planning
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What is Gary Cowles email address?
Email Gary Cowles at [email protected] and [email protected]. This email is the most updated Gary Cowles email found in 2026.
What is Gary Cowles phone number?
Gary Cowles phone number is +12517510442 and +16035052889.
How to contact Gary Cowles?
To contact Gary Cowles send an email to [email protected] or [email protected]. If you want to call Gary Cowles try calling on +12517510442 and +16035052889.
What company does Gary Cowles work for?
Gary Cowles works for The Cowles Group
What is Gary Cowles's role at The Cowles Group?
Gary Cowles is Managing Partner
What industry does Gary Cowles work in?
Gary Cowles works in the Financial Services industry.
Gary Cowles Email Addresses
Gary Cowles Phone Numbers
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