Home Top Client Login

500 Capitol Mall, Suite 2350

Sacramento, CA 95814
1.916.405.9140 | Email Us

Towerpoint Wealth Slider Financial Advisor Paper Pen Computer

Clients of Towerpoint Wealth come from various backgrounds,
but all share a common goal - to grow and preserve their wealth,
and to either achieve, or maintain, their financial independence.

Ideal Client
Towerpoint Wealth Slider Financial Advisors White Note

Towerpoint Wealth maintains a firm emphasis on setting and following
a disciplined course of action with each client.
The goal: Achieving, and then maintaining, their financial independence.

Wealth management process
Towerpoint Wealth Slider Wealth Management Map

Towerpoint Wealth works with our clients to objectively construct
a disciplined plan and strategy during times of stability, to ensure
we do not deviate from it during times of instability.

Home Slider Towerpoint Wealth Sunset Sail

We cannot control the wind, but we can direct the sail.

Contact Us
Towerpoint Wealth Slider Home Financial Sacramento-Tower-DowntownTowerpoint Wealth Slider Home Financial Sacramento-Tower-Downtown

In volatile times, wealth is transferred from those who are fearful to those who are disciplined.

About Us

Helping clients properly coordinate all of their financial affairs, with the goal of achieving, and then maintaining, their financial independence.

To fulfill our mission, we maintain a dedicated focus on you, our client. While we are unable to guarantee specific financial outcomes, we are confident that our experience, sensibility, discipline, integrity, and individualized approach will help markedly increase the probability of your success in achieving, and then protecting, your financial independence.

Triangulation of Advice

As an RIA, Towerpoint Wealth promotes what we call the “Triangulation of Advice.” It means our advice is separated from both where your assets are held and where the products and services we use are created. Towerpoint Wealth, based in Sacramento, minimizes these conflicts of interest by isolating each important consideration that influences our financial advice.
Sacramento Wealth Financial Advisors Strategic Partners

Strategic Partners

As a full service registered investment advisory (RIA) firm, Towerpoint Wealth, located in Sacramento, California, is fully independent but not alone. In order to enhance our level of service, our Sacramento Financial Advisors have forged strategic partnerships that ensure our clients have access to cutting-edge wealth management products, software, and technology.
Sacramento Wealth Financial Advisor Investment Strategy

Investment Strategy

The centerpiece of Towerpoint Wealth’s investment strategy focuses on setting a strategic asset allocation, and then ensuring we are disciplined about rebalancing that asset allocation regularly. Towerpoint Wealth’s Sacramento financial advisors will work with clients to construct a disciplined plan and strategy in times of stability, to ensure we do not change it during times of instability.
Sacramento Financial Wealth Advisor Our Newsletters

Market Commentaries

Subscribe to our complimentary weekly eNewsletter and/or traditional quarterly Financial Insider newsletter to stay up to date on the latest personal finance, investing, wealth management, market, and economic news and trends.



Subscribe to our eNewsletters

Towerpoint Wealth’s bi-weekly eNewsletter, Trending Today, spotlights timely news and events pertinent to investors, and delivers straightforward original content designed to enhance your financial knowledge and clarify financial and wealth management planning.

Sacramento Financial Advisor

Frequently Asked Questions

Why did you decide to move to a fully independent model?

We have decided to become independent for many reasons, the most central of which is you, our client. Because we are no longer employees of a large brokerage firm, we are no longer obliged to prioritize the interests of our employer over those of our clients. We are confident that we can serve your needs much more effectively as an independent firm. Over the last ten years, the technology available to independent firms has far surpassed earlier financial tools. Access to these advances enables us at Towerpoint Wealth to serve our clients with a wider and more advanced spectrum of worldwide, cutting-edge resources, eclipsing our previous capabilities. This open-architecture model frees us from the legacy systems to which we were previously captive, allowing us to leverage innovative technology on your behalf. Simply put, we believe this work environment minimizes conflicts between us and the needs of our clients. As Sacramento Wealth Advisors, we now work for ourselves, serving solely our clients and helping them improve their financial lives through integrated, transparent and more personalized solutions. Towerpoint Wealth Why Independent >

What services do you provide, exactly?

Towerpoint Wealth seeks to provide clients financial peace of mind. The peace of mind from knowing their finances are properly coordinated and on the right track. Simply put, our Sacramento Financial Advisors help our clients make better financial decisions and take full advantage of the opportunities available to them. Towerpoint Wealth clients leverage the myriad of wealth management services we offer, with the singular focus of achieving, and then maintaining, their financial independence, allowing them to live a better life while not worrying about money. Towerpoint Wealth Services >

What is your approach to helping Towerpoint Wealth clients?

Towerpoint Wealth believes that money, in the purest sense of its form, is just a means to an end. And while having enough forms the cornerstone in helping clients achieve, and then maintain, the peace of mind that goes along with being financially independent, we firmly believe in a consultative process that begins with getting to know and learn about you, our client: your hopes, dreams, background, fears, motivations, and vision you have of your and your family’s future. In other words, our Sacramento Financial Advisors sincerely want to know what makes you tick. Towerpoint Wealth Philosophy & Strategy >

Are you legally a fiduciary for your clients?

Yes. We are a legal fiduciary for our clients. In the investment field, there are two types of primary parties who are able to offer investment advice regarding securities to individuals, as well as to institutional clients such as pension funds, non-profit organizations and corporations. These parties are 1.) investment advisors and 2.) investment brokers who work for brokers-dealer. Many clients may consider the investment advice they receive from each party as similar, but there is a key difference that may not be completely understood by the investing public. The difference pertains to two competing standards that advisors and brokers must adhere to, and the distinction has important implications for individuals who hire outside financial assistance. Towerpoint Wealth Fiduciary Standard >

Featured Content

Request a Call Back

Do you have a question or would you
like to speak to one of our Sacramento financial advisors?

Sacramento Financial Advisors Contact A Northern California Wealth Advisor

Please submit your details and
we will promptly be in touch.
Feel free to email us if you prefer.

Your Name

I would like to discuss

Your Email Required

Your Phone NumberOptional

Your Message