In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Towerpoint Wealth provides expert financial guidance to clients nationwide, helping them build and secure their financial future.
States with active clients trusting our counsel and planning
Average years of experience for all TPW team members
Client partnerships built on trust, care, and coordination
At Towerpoint Wealth, we go beyond traditional financial advising and wealth management, we are your dedicated partners in building, protecting, and managing your wealth. As a fiduciary firm, we are legally and ethically committed to acting in your best interest, 100% of the time, providing coordinated, transparent, and highly personalized financial strategies tailored to your unique personal and financial goals. With deep expertise in wealth management, investment planning, retirement income, tax minimization, estate planning, and legacy preservation, we seek to instill in you a foundational, longer-term confidence, knowing that all of your financial affairs are properly coordinated.
We provide personalized financial strategies to help you grow, manage, and protect your wealth. From investment management and retirement planning to tax-efficient strategies and legacy planning, our expert team is dedicated to guiding you toward lasting financial success.
Learn to build a strong financial portfolio and reduce expenses with Towerpoint Wealth.
Towerpoint Wealth partners with experts in real estate, tax, money and estate planning.
Towerpoint Wealth helps optimize RSUs and stock options, reducing tax impacts.
We work with our clients to create a personalized retirement plan.
Align your portfolio and financial strategy with your values through ESG investing and charitable giving.
To take care of your family now and after you are gone, you may need a financial advisor and estate planning.
We believe financial planning should feel empowering—not overwhelming.
Our approach is designed to give you clarity and confidence, with advice that’s
always in your best interest.
• Transparent and educational
• Personalized to your specific life and goals
• Rooted in fiduciary responsibility—your best interests always come first
• Delivered by a boutique, relationship-first advisory team
Whether you’re preparing for retirement, managing concentrated equity, or just
seeking clarity, we’re here to help.
At Towerpoint Wealth, we deliver highly tailored wealth management, financial planning, and asset management solutions for clients in Orinda, 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.
Choosing a financial partner isn’t just about managing your portfolio, it’s about building a lifelong relationship rooted in trust and performance.
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.
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.
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 Orinda financial advisors and analysts actively monitor and adjust to turbulent markets to help you stay on track.
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.
As a Orinda 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.
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.
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.
→ Learn more about our management services
Choosing a financial partner means aligning with someone who truly understands the full scope of your life, and the stakes involved.
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.
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.
Our Orinda 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.
We live and work in Orinda, 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.
A recently promoted vice president at a private Orinda firm approached us with a range of financial goals: preparing for retirement, organizing business planning, and ensuring his growing portfolio was tax-efficient.
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
Orinda 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
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.
If you’ve been searching for “wealth management near me” or want to meet with a seasoned financial advisor in Orinda, our team is ready to help. Visit our office, speak with a certified financial planner, and start building a future that reflects your vision.
Stay in the loop on upcoming mixers, educational events, and key
updates from the Towerpoint Fiduciary Team.
Hear from clients who have trusted Towerpoint Wealth to guide them toward financial independence. Their stories reflect the personalized strategies, expert guidance, and lasting relationships that set us apart.
“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... ”
At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.
While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.
At Towerpoint Wealth, our team of experienced professionals is committed to guiding you toward financial success. With a client-first approach, we combine expertise, integrity, and personalized care to provide comprehensive wealth management solutions tailored to your unique needs.
In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Which Approach Builds Long‑Term Wealth? In today’s unpredictable financial markets and stock market environments, investors.
Understanding Strategic Asset Allocation Strategic asset allocation refers to a long‑term investment strategy in which an investor.
Many investors dream of perfect timing — buying right before the market soars, and selling.
