Comprehensive Wealth Management in Sacramento, CA

Tailored Financial Strategies for Business Owners, Professionals, and Retirees Across the Region

At Towerpoint Wealth, we understand that true wealth isn’t just about numbers—it’s about freedom, clarity, and confidence. Based in Sacramento, CA, we offer fiduciary, fully integrated wealth management designed for individuals, families, and business owners navigating life’s complex financial transitions. Whether you’re preparing for retirement, managing a successful business, or seeking guidance on how to protect and grow your legacy, we are here as your long-term strategic partner.

Why Wealth Management Matters for Sacramento Professionals and Families

Sacramento is home to a unique mix of industries—from healthcare and government to tech and law. With success often comes complexity: equity compensation, real estate holdings, multi-generational wealth, and business transitions that require more than just investment advice. Local professionals and families need more than a one-size-fits-all plan—they need a strategy tailored to their lives.

Common Financial Challenges Faced by High-Net-Worth Clients in Sacramento

• Navigating a high-tax environment while preserving long-term wealth

• Managing concentrated stock positions or private business equity

• Planning for income distribution in retirement

• Creating charitable giving strategies with meaningful impact

• Preparing for legacy transfers with minimal estate tax exposure

These aren’t just financial tasks—they’re life decisions. And they require a coordinated, compassionate, and comprehensive approach.

Towerpoint Wealth’s Holistic Approach to Wealth Management

Trusted Financial Advisors Serving the Greater Sacramento Area

We provide more than investment advice—we help you align your entire financial picture with what matters most to you. Our role is to simplify, coordinate, and optimize every aspect of your financial life, so you can focus on what brings you fulfillment.

Personalized Financial Planning That Reflects Your Goals

Every client journey begins with deep discovery and dialogue. We take the time to understand your priorities, your concerns, and your vision for the future. From there, we build a personalized plan that evolves with you—from career growth and business success to retirement and legacy planning.

Integrated Investment Management for Sacramento Clients

Our investment strategies are rooted in discipline, transparency, and alignment with your goals. Whether you’re seeking steady income, long-term growth, or capital preservation, your portfolio is actively managed with risk and opportunity in mind. We tailor every strategy based on what’s happening in your life—not just the market.

Tax-Sensitive Strategies That Reflect Local Realities

With California’s complex tax landscape, every financial decision has tax implications. We work closely with your CPA or bring in trusted partners to ensure that each element of your plan is optimized—from tax-loss harvesting and Roth conversions to charitable giving and estate transfer strategies.

Who We Serve in Sacramento and Nearby Communities

Financial Solutions for Every Stage of Wealth

Towerpoint Wealth proudly serves a wide range of clients across the Sacramento metro area and nearby cities. While each journey is different, our approach remains the same: listen deeply, plan intentionally, and act with integrity.

Business Owners and Entrepreneurs

Whether you’re preparing to sell your company or planning for long-term succession, we help you unlock liquidity and transition with purpose. Our team works closely with your legal and tax advisors to ensure that your personal and business finances are fully aligned.

Medical, Legal, and Tech Professionals

We provide high-income professionals with specialized advice around equity compensation, cash flow management, and retirement strategies. Our planning helps simplify complex benefit structures so you can focus on your career without sacrificing your financial future.

Retirees and Pre-Retirees in the Sacramento Region

Planning for retirement goes far beyond numbers. We help you create a reliable income stream, safeguard your healthcare needs, and structure your legacy according to your values. Our guidance evolves with you—from pre-retirement strategy through every phase of retirement.

Why Clients Across Sacramento Trust Towerpoint Wealth

Clients turn to us for our experience, stay with us for our values. As a fully independent, fiduciary wealth management firm, we answer only to our clients—never commissions or product incentives. Every recommendation we make is rooted in your best interest.

Client Success Story: Transitioning from Business Owner to Confident Retiree

After selling his business in the Sacramento area, a long-time client faced the challenge of managing a significant liquidity event. We helped him build a personalized investment plan, minimize tax exposure, and transition into retirement with peace of mind. Today, he focuses on family, travel, and philanthropy—confident in his financial future.

What Our Clients Are Saying

“I’m thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth—and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step. Joseph and his team are quick to respond to all my questions, and after having experience with many other financial institutions/planners over the years, I cannot recommend Towerpoint Wealth enough—I’ll never leave!”

— Katie Eager

“Since winding down and now retired, we have moved nearly all of our stock portfolio and cash assets to Towerpoint Wealth and have found the transition convenient and easy. Joseph Eschleman and his team have been very informative and are managing our funds to allow for a balanced conservative growth. If you want to focus more time for family and retirement, we recommend Towerpoint Wealth to manage your funds.”

— Gerardo and Jennie Calvillo

Let’s Build Your Financial Future—Starting Right Here in Sacramento

Schedule a Consultation with Towerpoint Wealth Today

Whether you’re in Sacramento, Roseville, Davis, or Elk Grove, your financial life deserves expert guidance rooted in trust and experience. At Towerpoint Wealth, we believe in building lifelong relationships with clients who value clarity, integrity, and results.

Serving Clients Throughout Sacramento and Beyond

We are proud to serve individuals and families not only in Sacramento, but throughout nearby communities. If you’re ready for a more personalized and proactive wealth management experience, we invite you to connect.