Trusted Financial Planning Serving Sacramento

When it comes to managing your wealth, navigating complex life transitions, and preparing for long-term success, you deserve more than a one-size-fits-all solution. At Towerpoint Wealth, we deliver financial planning services built around your unique goals, your lifestyle, and your vision for the future. Whether you’re a business owner considering succession, a professional evaluating stock compensation, or a retiree ready to optimize your income, our Sacramento-based team of financial planners is here to provide trusted, fiduciary-level advice you can count on.

As a proudly independent firm, we serve clients throughout the Sacramento area. Our clients value personal relationships, data-driven strategies, and expert guidance from advisors who prioritize your best interests, not product sales or commissions. Towerpoint Wealth is here for all of your financial planning needs.

Sacramento’s Fiduciary Choice for Financial Planning

At Towerpoint Wealth, we believe that true financial planning begins with trust, and trust is built through objectivity, transparency, and long-term commitment. As a fully independent firm, we operate under a fiduciary duty, which means we are legally and ethically obligated to act in your best interests at all times. Unlike brokers or product-driven firms, we are not incentivized by commissions, sales quotas, or proprietary products. Our focus is on understanding your entire financial life and delivering personalized strategies that support your values, your family, and your future financial results.

Our Sacramento clients turn to us for clarity, accountability, and expert guidance during life’s most important transitions. Whether you’re planning for retirement, managing complex assets, evaluating investment opportunities, or navigating a business exit, we offer integrated financial planning services grounded in deep experience and unbiased advice. As fiduciary financial planners, we provide a level of dedication and care that stands apart in an industry crowded with sales-driven advisors. When you choose Towerpoint Wealth, you’re choosing a partner focused solely on helping you achieve future performance, security, and peace of mind.

Financial Advisor Support Rooted in Trust and Independence

Financial Advisor Services for Sacramento Clients

Whether you’re a professional athlete managing a growing portfolio, a dual-income household planning for early retirement, or a business owner preparing for a liquidity event, our advisors are here to help. We take pride in delivering holistic financial planning that adapts to your life, not the other way around.

Our Sacramento-based investment professionals don’t just look at your portfolio; they examine your entire picture, including cash flow, tax strategy, retirement goals, estate planning, and more. As fiduciaries, we are committed to providing guidance that serves your best interests, not the objectives of large brokerage firms or commission structures.

Certified Financial Planner™ Guidance You Can Rely On

Every member of our financial planning team brings credentials, integrity, and dedication to your financial well-being. Work directly with a Certified Financial Planner™ (CFP®) from the Financial Planning Association, who will help you define what success looks like, whether that means growing your net worth, planning for multigenerational wealth transfer, or achieving work-optional freedom.

Expert Guidance Through Every Life Transition

Life is unpredictable, but your financial plan shouldn’t be. Our team offers expert guidance through every phase, including career changes, divorce, the sale of a business, inheritance, or caring for aging parents. In certain areas of Sacramento, we’ve helped clients through pivotal moments that require more than generic advice.

Aligning Your Wealth with Your Financial Goals

Financial Planning That Starts with What Matters Most

Your goals come first. Always. At Towerpoint Wealth, we help clients clarify their financial goals and align their wealth strategy accordingly. Whether you’re retirement planning, creating a charitable giving plan, or structuring your estate, we believe in planning that starts with your life, not just your numbers.

Through a personalized initial consultation, we begin building a plan that matches your values, timeline, and desired future performance. Our financial planning concepts are grounded in evidence-based strategy, real-world experience, and a focus on what matters most to you.

Coordinated Strategies for Your Entire Financial Life

Effective planning requires coordination across every aspect of your finances, not just investments. We work closely with your CPA, estate attorney, and other professionals to deliver a cohesive strategy that aligns with your tax situation, retirement timeline, and wealth transfer objectives.

We help clients in Sacramento review and refine their strategies regularly, ensuring their plans evolve with them. Our firm doesn’t just provide advice, we partner with you for life.

Financial Advisor Find: What Sacramento Clients Should Look For

How to Find Financial Advisors You Can Trust

If you’re searching for a “financial advisor near me” or trying to find financial advisors who put your interests first, Towerpoint Wealth is ready to help. We encourage consumers to ask the tough questions: Are you a fiduciary? How are you compensated? Do you provide comprehensive planning or just investment advice?

The Towerpoint Approach: Personal Service, Regional Expertise

Our Sacramento clients appreciate that we know the region, its financial landscape, and the nuances of life here. We’ve helped individuals and families at every stage plan and invest with purpose and confidence.

Our Proven Financial Planning Process

Step 1 – Discovery: Understanding Your Life and Finances

It all begins with a conversation. During your initial consultation, we learn about your current assets, obligations, and aspirations. We want to understand what motivates you, what challenges you face, and what the next phase of your financial life should look like.

Step 2 – Strategy: Developing a Plan to Match Your Goals

We design a customized plan using leading financial planning concepts, backed by data and years of hands-on experience. You’ll receive a written analysis detailing key recommendations across tax, retirement, investments, insurance, and estate planning.

Step 3 – Implementation: A Lifelong Partnership

Our commitment doesn’t end once the plan is delivered. We walk with you through implementation and beyond, reviewing progress, recalibrating when life changes, and providing continuous expert guidance along the way.

Serving Sacramento with Integrity

Financial Planning Services Built for Sacramento Professionals

We’ve helped executives, retirees, entrepreneurs, and families across Sacramento build, protect, and transfer wealth. Our focus is on delivering advice and strategies that match your lifestyle and financial complexity, with real accountability and consistent service.

In-Person or Virtual, Planning Built Around You

We offer flexible options to fit your lifestyle, whether that means visiting our Sacramento office or meeting remotely. With secure online access and proactive communication, your plan is never more than a click or a phone call away.

Ready to Secure Your Financial Future?

If you’ve been looking for “financial planning near me” or seeking a better way to manage your investments, finances, and life goals, our Sacramento-based team is ready to help. Let’s explore your vision, review your opportunities, and develop a plan that delivers clarity, structure, and peace of mind.

Schedule your appointment today!

Discover Our Full Suite of Financial Planning Services

From retirement strategy and investment management to tax coordination and estate planning, Towerpoint Wealth is your long-term partner for creating a smarter, stronger financial future. Explore our full range of services today—and take the first step toward planning with confidence.