Investment advisor firm, Towerpoint Wealth’s story
We set out on the road to full independence in May of 2017, after nearly eighteen years spent working at a major Wall Street firm. We sought to create our own boutique investment advisor firm based on the principles of independence, transparency, and client advocacy.
We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner® (CFP), as a Joseph Eschleman, 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.
Simply put, Towerpoint Wealth, Sacramento Investment Advisor Firm, seeks to work with clients to objectively construct a disciplined plan and strategy in times of stability, to ensure we do not change it during times of insanity.
Our Team
Our Investment Committee
Our Mission
Our Values
Our Core Beliefs
Community Involvement
Advanced Professional Designations
Ideal / Professional Fee Schedule
Are you searching “certified financial planner near me?” You’ve found Sacramento independent financial planner Joseph Eschleman, as well as certified financial planner Steve Pitchford, CPA, CFP®, our entire independent wealth management team.
We serve clients primarily in the Northern California region. Glad you’re here!
Please contact us with any questions you have about our wealth management services.
