TPW Client Reviews
Your trusted Sacramento wealth management firm
Client care, financial coordination, tax minimization, and comprehensive financial planning
Serving you face-to-face in Northern California, and virtually throughout the United States
TPW Wealth Management Services
We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner® (CFP), as a Certified Investment Management Analyst® (CIMA), and as a Certified Public Accountant (CPA). As a boutique wealth management firm, we have a legal fiduciary obligation to you, our client, and our fully independent financial advisors welcome helping you construct a customized, disciplined, and comprehensive financial, investment, and retirement plan
TPW Recent Financial News
As a fiduciary financial advisor to our clients, we are acutely attuned, but rarely reactive, to the latest financial, societal, and economic developments. Being a boutique wealth management advisory firm, one of the ways we fulfill our legal fiduciary responsibility to you, our client, is through the publication of various informational white papers, blog posts, and educational videos.
TPW Trending Today
TPW News / Media
TPW Money Musings
TPW This Just In
TPW White Papers
Trending Today is our bi-weekly newsletter, designed to:
- Deliver no-nonsense original content designed to enhance your financial knowledge
- Spotlight timely news and topical events to keep you abreast of what we feel is actually important in today’s complicated world
- Clarify and simplify many Sacramento wealth management and financial planning concepts
- Bertha Calloway
Sacramento financial advisor
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 Independent financial advisors, we now work for ourselves, serving solely our clients and helping them improve their financial lives through integrated, transparent and more personalized solutions. Independent financial advisors >
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, boutique investment firm in Sacramento, 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. Sacramento Wealth Management Services >
What is your approach to helping Towerpoint Wealth clients?
Towerpoint Wealth, Sacramento financial planner, 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.
We also collaborate with your other professional service providers to assure your estate planning documents, business and tax considerations are an integrated part of the plan.
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.
Learn more about fiduciary financial advisor.
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