Personalized Wealth Management in Granite Bay, CA

At Towerpoint Wealth, we deliver highly tailored wealth management, financial planning, and asset management solutions for clients in Granite Bay, CA, and the surrounding region. Whether you’re a business owner, a medical professional, or preparing for retirement, our team of credentialed financial advisors and certified financial planners brings the structure, clarity, and long-term strategy you need to thrive in any market environment.

We are passionate about serving high net worth individuals who want to protect, grow, and ultimately pass on their wealth responsibly. Our team meets rigorous ongoing certification requirements and operates as a fully independent, fiduciary firm offering conflict-free advice tailored to your goals.

Why Towerpoint Wealth is the Premier Financial Advisor for Granite Bay Professionals and Business Owners

Choosing a financial partner isn’t just about managing your portfolio, it’s about building a lifelong relationship rooted in trust and performance.

We Serve Granite Bay Clients Who Are:

• Navigating a major life or career change

• Preparing for retirement or an exit from their business

• Growing or diversifying their investments

• Facing tax complexities or estate planning challenges

• Seeking objective consulting and accountability from a seasoned advisor

Our clients often begin their search looking for “wealth management near me” and stay with us because of our proactive service, transparent fee structure, and deep expertise.

A Holistic Financial Planning Approach That Supports Every Aspect of Your Wealth

At Towerpoint Wealth, we don’t believe in isolated financial decisions. We offer fully integrated management services built to support your full financial picture, business and personal, present and future.

Our Granite Bay Financial Services Include:

Investment Strategies and Asset Management

Your portfolio should be more than a collection of holdings; it should be a roadmap to your future. We build custom portfolios for each client, designed to manage risk, optimize tax-efficiency, and provide growth across changing market cycles. Our Granite Bay financial advisors and analysts actively monitor and adjust to turbulent markets to help you stay on track.

Retirement and Longevity Planning

Retirement today is more complex than ever. From income distribution strategies and Social Security timing to tax mitigation and long-term care planning, we ensure your retirement plan is structured to last. Our certified financial planners provide clear projections, so you feel confident in your next chapter.

Business Planning and Succession Strategy

As a Granite Bay business owner, your personal and professional financial lives are deeply intertwined. We help you create tax-efficient compensation strategies, employee benefits plans, contingency structures, and ultimately, a plan for business succession. Whether you’re passing it down or preparing for a sale, we help you build and preserve value.

Estate Planning and Wealth Transfer

A thoughtful estate plan ensures your assets are transferred smoothly, tax-efficiently, and according to your values. We coordinate with your estate attorney to ensure wills, trusts, and titling are integrated with your financial plan. For many clients, we help prepare heirs for the responsibility of wealth while also building philanthropic giving strategies.

Tax Strategy and Coordination

We take a forward-thinking approach to financial transactions, asset location, charitable giving, and income distribution, working directly with your CPA or tax attorney to implement actionable tax-saving tactics across all areas of your plan.

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What Sets Towerpoint Wealth Apart from Other Financial Advisors in Granite Bay?

Choosing a financial partner means aligning with someone who truly understands the full scope of your life, and the stakes involved.

Our Core Distinctions:

Independent, Fee-Only Granite Bay Fiduciary

We don’t sell products, receive commissions, or answer to outside institutions. Our only obligation is to you. Our fiduciary duty, grounded in the Certified Financial Planner Board’s standards, means your interests come first, always.

A True Boutique Experience

We serve a select number of clients so we can offer deeply personalized attention. Every client engagement is led by a senior advisor, supported by our in-house team, and driven by proactive communication.

A Passionate and Credentialed Team

Our Granite Bay team includes multiple CFP® professionals who maintain their designation through rigorous education and ongoing certification requirements. We also draw on backgrounds in business leadership, college-level instruction, and securities industry consulting.

Local Insight with National-Caliber Expertise

We live and work in Granite Bay, with an office in Midtown, yet we’ve built wealth strategies for clients across California, Nevada, and beyond. We understand how regional tax structures, real estate markets, and business environments influence your long-term decisions.

Case Study: Business Planning and Retirement Strategy for a Vice President in Granite Bay

A recently promoted vice president at a private Granite Bay firm approached us with a range of financial goals: preparing for retirement, organizing business planning, and ensuring his growing portfolio was tax-efficient.

How We Helped:

• Created a customized asset allocation model aligned with liquidity and legacy goals

• Structured a succession plan for his ownership interest in the business

• Collaborated with his CPA to implement proactive tax mitigation strategies

• Designed a retirement income framework to begin five years before his planned exit

“The Towerpoint team helped me turn years of scattered saving into a focused strategy. Their team addressed not only my investments, but also my business, tax, and estate planning needs, all in one place.”
— Towerpoint Client, Sacramento CA

We Frequently Work With:

• Granite Bay Entrepreneurs seeking help with business planning, asset management, and exit strategy

• Retired executives seeking dependable income and estate transfer strategies

• Professionals navigating change, inheritance, or death in the family

• High-earning couples seeking a trusted advisor to oversee their investments, tax strategy, and generational planning

• Family stewards who want help with charitable giving and multi-generational wealth management

Your Wealth, Our Responsibility: Let’s Create a Custom Plan

At Towerpoint Wealth, our mission is to simplify your financial life and empower you to live more purposefully. We help you create a tailored strategy that reflects your values, adapts with life’s twists, and delivers measurable results.

Schedule a Consultation With Our Granite Bay Wealth Advisors

If you’ve been searching for “wealth management near me” or want to meet with a seasoned financial advisor in Granite Bay, our team is ready to help. Visit our office, speak with a certified financial planner, and start building a future that reflects your vision.