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The entire Towerpoint Wealth family and their significant others convened this past Saturday night to celebrate the firm’s one year anniversary. A cocktail hour at Mayahuel was followed by an elegant dinner at the “Chef’s Table” at Ella, and we don’t think anyone struggled to enjoy themselves! Building the culture of our firm as a …
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We are excited to introduce Dominic Trolio as the newest addition to our team here at Towerpoint Wealth. Dominic is studying finance at Texas Christian University (TCU), and will be working as our wealth management intern this summer before heading back to TCU for his junior year. As we continue to grow, we recognize the …
What a party! On May 26, 2017, we officially launched Towerpoint Wealth, and on June 6, 2018, we were lucky enough to celebrate our one year anniversary with all of you! We first enjoyed a vineyard and winery tour with 47 clients, colleagues, and friends. We then all retired into the winery, where each guest had the …
