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 serve as a dedicated partner to Sacramento-area businesses seeking clarity, confidence, and results in managing their workplace retirement plans. Whether you’re offering a 401(k), 403(b), or profit-sharing plan, we help you build and maintain a retirement program that aligns with your goals, reduces fiduciary risk, and delivers lasting value to your employees.
As an independent fiduciary retirement plan consultant, we are legally and ethically obligated to act in the best interest of your plan and its participants. That means no hidden agendas, just experienced, objective advice to help you run your plan with confidence.
Every business is different, and your retirement plan should reflect that. We work closely with business owners, HR leaders, and administrators in Sacramento to design workplace retirement plans that support recruiting, retention, tax efficiency, and employee engagement.
We help you evaluate and implement a range of plan types and features, including:
Our goal is to create a plan that supports your workforce today, and scales with you tomorrow.
Retirement plan sponsors carry a legal responsibility to act prudently and in the best interest of plan participants. We help you fulfill that responsibility with structure, documentation, and confidence.
As your fiduciary consultant, we assist with:
We don’t just help you meet the standard, we help you elevate it.
Hidden or excessive plan fees can erode participant balances and expose your Sacramento company to unnecessary risk. We provide full fee benchmarking services, comparing your plan’s costs to industry standards to ensure competitiveness and transparency.
We analyze:
You’ll know exactly what you’re paying, and why.
We help you construct and maintain an investment lineup that empowers Sacramento employees to make confident, informed decisions.
Our investment consulting includes:
This approach ensures that your Sacramento participants have access to diversified, high-quality investments designed for long-term success.
Many employees don’t take full advantage of their Sacramento retirement plan, not because they don’t care, but because they don’t know the true value of their plan. We deliver personalized, engaging education to help your Sacramento employees become active participants in their financial futures.
We offer:
Participants in your plan gain access to personalized financial guidance, so they’re not left navigating complex decisions alone. From contribution planning to retirement readiness assessments, we help your employees make smarter, more confident choices.
We live and work in the Sacramento community and understand the needs of regional employers. Whether you’re a medical practice, professional services firm, nonprofit, or privately held business, we provide responsive, relationship-driven service built on trust and accountability.
We operate under a fiduciary standard, always. That means we’re not tied to proprietary products or paid to recommend specific funds. Our loyalty is to you and your employees, and our only goal is to serve your best interest.
We don’t disappear after the plan is set up. We serve as an ongoing advisor, conducting regular reviews, monitoring compliance, and helping you adapt your plan as your business evolves.
We begin with a comprehensive review of your current plan, goals, participant demographics, and pain points.
We design your plan structure, evaluate provider options, and coordinate the transition or implementation process.
From documentation to employee communication, we guide every step of the rollout to ensure compliance and confidence.
We stay involved with proactive reviews, participant education, investment oversight, and fiduciary guidance.
Towerpoint Wealth proudly serves businesses throughout the Sacramento area, including surrounding towns and professional networks. Whether you’re based in Sacramento, or the surrounding areas, our team provides hands-on consulting tailored to your region and workforce.
If you’re a business owner, HR executive, or plan administrator looking for deeper retirement plan insights, we’re here to help.
Whether you’re reviewing an existing plan or building one from the ground up, Towerpoint Wealth is ready to be your fiduciary partner. We’ll help you reduce risk, improve employee outcomes, and gain confidence in your retirement plan strategy.
Schedule your complimentary discovery call today to learn how we can support your business and your team.
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.
