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The recent fires in Los Angeles have highlighted the devastating toll wildfires can take on our communities. At Towerpoint Wealth, these fires have hit especially close to home. Our Advisor and Partner, Jonathan LaTurner, has family living in Southern California, and while we are incredibly grateful that Jonathan’s brother-in-law, Hunter LaTurner, and his family were …
Continue reading “The California Los Angeles Fires: A Community Call to Action”
A Recap of the Towerpoint Wealth Open House! Last week, we had the pleasure of opening our new doors to friends, clients, and colleagues for an unforgettable Open House event. Held at our new headquarters at 500 Capitol Mall, it was an occasion filled with camaraderie, laughter, great conversations, and the shared excitement of this new chapter in our journey together, with you. We are …
Continue reading “Celebrating Client Partnerships and New Beginnings”
Earlier this week we hosted a continuing education event for our Wealth Advisors focused on reverse mortgages. Featuring Scott Roseveare, President and Founder of Live Better Financial, the session explored key benefits and potential risks of reverse mortgages, equipping our advisors with deeper knowledge to better serve TPW clients. Scott shared valuable insights on how reverse …
Our Partner, Wealth Advisor, Jonathan LaTurner, and Director of Research and Operations, Nathan Billigmeier, are attending FutureProof, the world’s largest wealth management “festival,” in Huntington Beach, where they are already immersed in the latest financial innovations and trends in the wealth management industry. The FutureProof festival was designed to bring together the world’s most prominent figures …
Continue reading “Exploring the Future of Wealth at FutureProof Festival 09.16.2024“
Sweet moments and even sweeter smiles! Our Towerpoint Wealth team enjoyed a fulfilling Community Day at Shriners Children’s Northern California yesterday afternoon. We hosted a 90 minute ice cream/arts and crafts social, helping to put smiles on the faces of many of the amazing Shriners patients!
Last week, the Towerpoint Wealth team carved out a full morning to dedicate some time (and a little grit and elbow grease) to support the Front Street Animal Shelter’s Pet Food Pantry program. The Pet Food Pantry program operates every Wednesday from 10AM-12PM in the Shelters parking lot, and ensures that all pet owners in need receive vital food and supplies …
Continue reading “Front Street Animal Shelter Community Day 12.19.2023“
In the spirit of enduring partnership, Scott Kelly and Patty McElwain stopped by the Towerpoint Wealth headquarters yesterday to drop off their MUCH-anticipated Christmas wreath! This emblematic gesture not only reflects the holiday spirit, but also underscores the strength of our business relationship. The wonderful aroma of pine trees that now engulfs our office now …
Continue reading “Thank you and Merry Christmas, Ascent Builders! 12.12.2023“
Earlier this week, our President, Joseph Eschleman, and Partner, Jonathan LaTurner (seen above, waving!) explored the perfect furnishings for our new office space, set to elevate our new workspace in 2024! A big thanks to Amanda Cain and MTA for the help, savvy design eye, and guidance!
Our Marketing Specialist, Luis Barrera is taking San Diego by storm at the Digital Summit. We are happy to support Luis’ journey of learning new marketing skills, expanding his marketing knowledge, and making invaluable connections with some of the brightest minds in the industry. Stay tuned for the game-changing ideas and innovations he’ll be bringing …
Continue reading “Luis Barrera Attends the 2023 Digital Summit in San Diego 10.27.2023“
