Trusted Investment Management in Sacramento, CA
Personalized, Fiduciary Investment Management for Sacramento Professionals and Business Owners
At Towerpoint Wealth, we deliver tailored, fiduciary investment management solutions for individuals and families across Sacramento, CA. Whether you’re a business owner preparing for succession, a professional navigating a career transition, or a retiree seeking income stability, we design customized investment strategies aligned with your unique goals.
Our clients throughout Sacramento, Roseville, Elk Grove, and beyond trust us to manage their portfolios with care, clarity, and a deep understanding of the regional economic landscape. As a fee-only firm, our loyalty lies solely with you, and that makes all the difference.
Why Sacramento Investors Choose Towerpoint Wealth
Local Insight Meets National Expertise
Our investment management approach is rooted in the financial realities of living and working in the Sacramento area. We understand the opportunities and risks of our regional economy—from overexposure to real estate to market volatility concerns—and build diversified portfolios that reflect both local awareness and global reach.
Fee-Only, Fiduciary Commitment
As a fiduciary, we are legally and ethically obligated to act in your best interest. That means no commissions, no hidden agendas—just honest, objective advice. Sacramento clients consistently choose us over broker-dealers because we provide clarity, transparency, and complete accountability in how we manage their wealth.
Comprehensive Wealth Strategy Integration
Our investment management services are not delivered in a vacuum. We integrate your portfolio strategy with your full financial picture, coordinating with retirement planning, estate structuring, and tax-efficient investing. This comprehensive approach helps ensure your money is working cohesively across every stage of life.
Explore our related services:
Investment Management Services for Sacramento-Area Clients
Customized Portfolio Design
We begin by getting to know you—your objectives, timeline, and tolerance for risk. Then we craft a portfolio designed to grow and protect your wealth over time. From Sacramento-based entrepreneurs eyeing a business sale to professionals building generational wealth, each strategy is purpose-built.
Tax-Efficient Investing
With California’s high tax environment, maximizing after-tax returns is critical. Our investment management approach includes strategic asset placement, tax-loss harvesting, and thoughtful planning that minimizes your tax exposure while still pursuing long-term growth.
Ongoing Monitoring and Adjustments
Your life evolves. So should your investment plan. We don’t take a “set it and forget it” approach—instead, we proactively review and rebalance portfolios to reflect market changes, legislation shifts, or personal life transitions. Sacramento clients appreciate our hands-on, responsive service and consistent communication.
“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.”
— Katie Eager
Real Results for Sacramento Clients
Case Study: Business Owner Planning for Exit and Retirement
A long-time Sacramento client was preparing to transition out of a successful construction company. We worked with their attorney and CPA to develop an investment strategy tied to the liquidity event, using tax-managed investments to preserve gains and generate reliable income for retirement. The outcome: reduced tax liability and a smooth, confident shift from active ownership to financial independence.
Client Voices from the Sacramento Region
“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.”
— Gerardo Calvillo
“Megan’s management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth ‘ticked up’ faster than what our previous fund managers delivered. And yes, this ‘could be market timing’. But the thoughtful manner where Megan took the time and effort to explain her forecast was quite unique and comforting.”
— Lee W. Miller
How to Get Started with Investment Management in Sacramento
Schedule Your Complimentary Consultation
We invite you to take the first step toward smarter, more strategic investing. Whether you’re near Midtown, Land Park, or anywhere in the greater Sacramento area, our team is ready to sit down and talk through your financial vision. No pressure, no cost—just thoughtful, professional guidance.
Let’s talk about your financial future in Sacramento. Schedule a consultation today.
What to Expect When You Work With Us
From day one, our process is designed to deliver clarity and confidence:
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Discovery: We learn what matters most to you.
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Planning: We develop your custom investment roadmap.
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Implementation: We put your plan into action with precision.
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Review: We monitor, rebalance, and refine—together.
Throughout the journey, you’ll always know where your money stands and where it’s headed.
Serving Sacramento and the Greater Region with Integrity
As a proud Sacramento-based firm, we’re committed to building lasting relationships and delivering meaningful results. Our clients come to us for guidance—and stay with us for partnership. Wherever you are in your financial journey, we’re here to help you take the next step with confidence.
Discover the difference of working with a Sacramento fiduciary investment management team.
Contact Towerpoint Wealth today.