President Joseph Eschleman Interviewed by Diamond Consultants

The ability to freely and creatively communicate with clients has proven to be critical during the COVID-19 crisis. And it is this freedom that served as one of the primary drivers of the decision to establish Towerpoint Wealth as a fully independent wealth management firm back in 2017. Click below to listen to Louis Diamond, of Diamond Consultants, interview our president, Joseph Eschleman, as they discuss how leaving Wells Fargo, with the help of Dynasty Financial Partners and Charles Schwab, and establishing Towerpoint Wealth allowed him to freely and creatively engage with clients and prospects, offer a much broader suite of services and products, and act as a true legal fiduciary to each TPW client.