Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement -Minimizing Taxes- Invest Responsibly- Optimizing Retirement Income- Manage Restricted Stock (RSUs)-

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TPW Client Reviews

Richard Langan
Richard Langan
19:34 13 Apr 22
My wife and I have been clients of Joseph Eschleman for well over a decade including time prior to the formation of Towerpoint Wealth. Throughout this relationship Joseph and his associates have been professional, proactive, knowledgeable and resourceful. His assistance has been invaluable to us in building and refining our financial strategy. He and his team are always available and responsive and have been a great resource to our family including professional references outside Towerpoint including formation of a living trust and help navigating the complexities of Medicare gap insurance.
Anna Henderson
Anna Henderson
18:49 12 Apr 22
I have been one of Joseph Eschesleman's clients since I retired more than 15 years ago. He and his team have always impressed me with a sound strategy for my financial needs. In forming Towerpoint, he has brought in more professionals to handle all aspects of financial services. They are very knowledgeable and accommodating individuals. It's always been my feeling that you can believe in a company that has loyal long-time employees and Towerpoint does. I would not hesitate to recommend the Towerpoint team..
Jack Brothers
Jack Brothers
14:36 22 Mar 22
Towerpoint Wealth is a proactive organization that has consistently earned the trust we have long held. Business is always conducted on a very professional, but also a highly personal level. Long-term results clearly demonstrate excellence regarding communications and technical competence. A great group of people, to boot!
Teri Brothers
Teri Brothers
21:43 21 Mar 22
I've known these people for many years and they're the best at every single thing they do. They really care about the people they serve.
James Callaghan
James Callaghan
02:56 15 Mar 22
My wife and I have been very satisfied and happy in our association with Towerpoint Wealth. We have been clients with Joseph Eschleman for many years, When we started we were interviewed at length about our goals, and preferred style of investing. Those decisions have been faithfully and carefully followed. As a result we are much better off financially, and we feel very secure about our investments. We enjoy meeting with him personally for our quarterly review meetings. We would recommend his services to anyone !
Paul Herman
Paul Herman
06:06 04 Mar 22
TowerPoint has done an excellent job managing my portfolio, giving sound advice and strategies necessary to wade through some turbulent times. Joseph and the team at TowerPoint are first class!
David DeCarlo
David DeCarlo
21:11 01 Mar 22
Very professional, always available and willing to help whenever needed.
Jane Fisher
Jane Fisher
15:54 19 Feb 22
We’ve been clients of Towerpoint for over a decade. And while I’m sure we’re not their largest client, we are treated as though we are. Joseph cares about our personal well being as well as our financial situation. He has assembled a group of world class professionals. If you’re looking for a financial adviser, you need to look no further than Towerpoint Wealth.
Shelly Patterson
Shelly Patterson
23:48 17 Feb 22
Towerpoint is wonderful! Joe’s always willing to meet with us.
Rich Martin
Rich Martin
23:27 04 Feb 22
I have been working with Joseph and his team for many years now, and I am very comfortable with Towerpoint being on my financial team.
Michael Braswell
Michael Braswell
16:05 01 Feb 22
We have had Joseph Eschleman as our financial advisor since before he founded Towerpoint Wealth. We have so much confidence in him that we would follow him anywhere. He and his team continually provide top notch service. They are extremely professional, knowledgeable and personable. Being a fiduciary, I know Joseph is ultimately concerned about growing our money yet maintaining our financial security. We know we can count on him and his team to always do what is in our best interest.Joseph always stays in touch with us; keeping up with us and our personal situations, and keeping us informed of what is happening in the financial world. He calms us during the rocky times and celebrates the good times with us. We cannot recommend or thank Joseph and Towerpoint Wealth enough!
Harlan Albers
Harlan Albers
16:56 31 Jan 22
From day one the Towerpoint Wealth team have been extremely helpful with our questions and made us comfortable with our financial decisions for retirement. Looking forward to our future together.
Robert Holly
Robert Holly
04:25 15 Jan 22
Very professional, client centered, comprehensive financial fiduciary. We feel very comfortable with their management of our investments and their commitment to our total financial health. Not only do they manage our investments, they coordinate with our accountant and lawyer about our taxes and trust, respectively, to ensure that our investments fit into a comprehensive and secure financial plan.
Pepper Saffron
Pepper Saffron
19:46 04 Jan 22
Joseph has been our financial advisor for several years. We enthusiastically followed him when he launched Towerpoint Wealth. We appreciate Joseph's perspective, balanced views, and shared options regarding investment strategies. Perhaps more important is Joseph's commitment to helping us reach our financial goals and his honed listening skills. We appreciate the service from Joseph and his responsive team and look forward to many more years of our partnership with Towerpoint.
Molly Goldbar
Molly Goldbar
19:35 22 Dec 21
We have been working with Joseph and Towerpoint for over fifteen years. NEVER have we been disappointed. They are always available and respond to requests and questions immediately. It’s a pleasure!
Darrel Fink
Darrel Fink
00:10 17 Dec 21
Being a part of TowerPoint Wealth since it began has been so exciting. And I can’t say enough about Joseph and the entire team. I retired 6 years ago and my wife and I needed someone to help us assure we be ok throughout our retirement years. I retired early at the age of 60 and didn’t want to end up without any money in the future. I have confidence in the entire TowerPoint team and their financial prowess. As my wife and I enjoy our retirement together and the travel and family time together with our kids, we are very blessed to have TowerPoint beside us every step of the way.
Melanie Coffman
Melanie Coffman
23:06 16 Dec 21
I feel very secure working with Joseph and his team. They are extremely personable and professional.
Joni Wilson
Joni Wilson
22:42 10 Dec 21
We joined Joseph and his group at the recommendation of friends ( clients) I was going through the death of both my parents and Joseph helped me steer the ship. He’s been wonderful to work with, explaining when I needed help and always keeping in mind my goals. I would highly recommend his firm!
MCatherine Lyons
MCatherine Lyons
03:46 09 Dec 21
In Towerpoint Wealths current newsletter, the discussion focused on “Will $2million be enough to retire on”. As the newsletter states, “depends”I always thought a millionaire was a very rich person certainly not a goal I could ever attain .My parents, who raised 6 children, could never have envisioned that kind of retirement comfort.We did not begin our retirement savings until our mid 40’s when we met Joseph. We have achieved that $2 million goal thanks to Joseph’s guidance and the team at Towerpoint. We made sure our daughter understood the importance of starting that plan early and at 15 opened her Roth with Joseph. I do not worry about her future. I am grateful for the guidance and patience I receive from my advisor and “therapist” .I encourage you to read the entire newsletter. It prompted my response of confidenceHappy Holidays to all and may you live in comfort in your retirement
Lawrence Swanson
Lawrence Swanson
17:21 19 Nov 21
We have been with Towerpoint from it’s inception. Joseph and his team are outstanding people and professionals. They have earned our trust and gratitude in all aspects of our financial needs. They not only have our business, but several of our friend’s as well. Towerpoint has our highest recommendation.
Robert Stott
Robert Stott
18:30 05 Nov 21
We’re getting up in years but could not be happier than our relationship with Joseph and his staff. All aspects are excellent. I could not be prouder than call Joseph our financial advisor and friend.
David Helmsin
David Helmsin
18:18 03 Nov 21
I have entrusted Joseph and his team with my financial well-being for over a decade. They have consistently met my expectations in every situation. The personalized service is exceptional and I would highly recommend the firm to anyone.
Lorene Jackson
Lorene Jackson
02:11 22 Oct 21
Towerpoint Wealth helped me plan for retirement and are now allowing me to live my best life!!
Bob Podzius
Bob Podzius
17:39 18 Oct 21
Joseph has provided us with expert financial guidance for over 15 years, starting several years prior to retirement and all the way through today. I trust his judgement unequivocally. He has always taken the time to throughly explain his strategy, and make sure we're in total alignment. Now with TPW, he has built a skilled staff of professionals to handle an expanded array of issues. He keeps in touch during the year via check ins, does in depth annual reviews, and is always immediatley responsive to our needs. We couldn't be more comfortable with anyone looking after our financial interests.
Ann Peterson
Ann Peterson
22:36 15 Oct 21
Joseph and team are always there to meet our needs with objective, professional and timely advice.
Alan Jackson
Alan Jackson
20:36 15 Oct 21
We have enjoyed the services of Joseph Eschleman for 18 years. He is always professional and responsive. His integrity is beyond question. He is very clear with explanations and he always makes me feel that my success is important to him. He has surrounded himself with pleasant people who are eager to help us.I have recommended him to friends and family and they have thanked me.
L Halprin
L Halprin
19:16 15 Oct 21
Our wonderful friendship & financial guidance relationship with Joseph Eschleman began 18 years ago, long before he formed Towerpoint Wealth. His personal integrity is as important to us as his excellent portfolio advice. He guided us during many family & professional milestones that led us to a secure retirement. He surrounds himself with colleagues of similar integrity & skill, important factors for us. He takes into account issues we care about, including climate change, social justice & corporate responsibility. Bravo, Joseph & Towerpoint!
Jean Donaldson
Jean Donaldson
21:18 14 Oct 21
Joseph and his staff at Towerpoint Wealth are experts that really care about their clients. They are extremely responsive to our needs and they provide their clients with important and timely financial information on a regular basis. They make you feel like you are part of their “Towerpoint” family.
Bill Woodruff
Bill Woodruff
00:42 28 Sep 21
We have worked with Towerpoint Wealth since their inception. Trustworthy, sound financial advice, peace of mind, excellent customer service. We recommend them!
C. Kim Jester
C. Kim Jester
23:24 22 Sep 21
We were looking for a new financial advisor after feeling like a number and receiving very poor customer service from one of the very large financial institutions. Someone suggested we check out Tower Point. After doing some research and interviewing Joseph, Steve and Michelle, we made the switch. I am so glad we did! They are so responsive and attentive. We are treated with respect. They answer our questions so that I can understand them. We are so glad we made the switch!
kitty cat train
kitty cat train
19:13 21 Sep 21
Towerpoint Wealth has been consistently responsive to my questions and concerns regarding all aspects of financial planning as we enter our retirement years. I feel confident that we made the right choice by trusting in the guidance and expertise of the collective team at Towerpoint Wealth.
Judy Britts
Judy Britts
16:21 16 Sep 21
From our first meeting with Joseph, before Towerpoint Wealth was formed, we knew we had found someone we could trust with helping us plan our financial future as we approached retirement. Joseph has created a team that mirrors his highest level of professionalism, caring, attention to detail, and knowledge of the financial world.Retirement is wonderful. Having Towerpoint Wealth manage our retirement portfolio gives us peace of mind.
Gail Geisick
Gail Geisick
17:02 13 Sep 21
TowerPoint always listens to our personal financial needs as our needs evolve. Their advice is based on proven financial practices and data. They respect our concerns and don’t pressure us to invest but always offer products they have researched and feel are a match for our financial goals.
Kevin O'Brien
Kevin O'Brien
07:47 11 Sep 21
We have benefitted from the services provided by Towerpoint Wealth since Joseph started the company in 2017. Joseph had been our financial advisor for well over 10 years by then and my wife and I were already accustomed to and very comfortable with his well thought-out guidance, service, responsiveness and expertise. Most importantly Joseph, with the entire Towepoint team, understands our goals, risk tolerance and specific ethical investing values, and continually monitors and executes our customized financial plan to keep us solidly on track.
Bruce & Debbie Baker
Bruce & Debbie Baker
21:19 08 Sep 21
Great financial advice and complete service from every team member. Highly recommend.
Barbara Grant
Barbara Grant
14:05 07 Sep 21
Joseph and TPW team are Knowledgeable, client oriented and always looking out for us.
MP G
MP G
04:28 03 Sep 21
The Towerpoint Wealth team have been very effective and a pleasure to work with.
Julia Harrison
Julia Harrison
18:44 01 Sep 21
I have been working with Joseph for many years. Very professional, listens to my concerns, and gives great guidance. My parents use him, and I referred my sister there. I highly recommend this company.
Marc Billigmeier
Marc Billigmeier
03:53 01 Sep 21
We are extremely pleased with our relationship with Joseph Eschleman and the entire team at Towerpoint Wealth! Each of the team members are very personable and always prompt and responsive to our contacts. When we have our annual sit down with Joseph Eschleman, he is both professional and personal as we evaluate our current financial investments as well as look ahead projecting future needs. We have the utmost confidence with Towerpoint Wealth to both protect our assets as well as provide wise counsel when we need to withdraw amounts from our funds. We highly and without reservation commend Towerpoint Wealth as a financial advisor for your assets
Kristi Spector
Kristi Spector
14:39 23 Aug 21
We have really enjoyed working with Joe and his team over the years. It is a comfort knowing that he has our best interest at heart and will help us achieve our financial goals for our future. We would highly recommend TowerPoint Wealth to any of our friends
Eric Schroeder
Eric Schroeder
22:44 20 Aug 21
We have trusted Joseph with our financial future for over 14 years. Given his track record with our investments we had no qualms about continuing on with him as he started Towerpoint Wealth. He surrounds himself with a staff that is extremely responsive and accommodating as well as endearing. The other professionals there add expertise and value that creates a full service experience. If there is something that you are interested in they will get you the materials, information or people to provide you with an educated decision. Advice is always prominent but never forced. They make you feel like part of a friendship and not a profit piece. Investing toward peace of mind is always somewhat stressful. They take the stress away. That is something we can all use in these times.
Kevin Mahoney
Kevin Mahoney
23:36 18 Aug 21
I have been associated with Joseph Eschleman for approximately 20 years. My experience with Joseph has been that he excels at making our relationship both professional and personal. Joseph and TowerPoint have exceeded my expectations. His manner is is very business-like, yet he has taken the time to get to know my wife and I on a more personal level.Joseph takes the time to explain our current status and ensures that we understand every transaction, the reasons why he is recommending the trans action and that we are in agreement with every decision made on our behalf. We have total confidence in Joseph and TowerPoint.I highly recommend Joseph Eschleman and TowerPoint.Kevin Mahoney
Robert Shanley
Robert Shanley
19:30 17 Aug 21
We have been clients of Joseph for many years and have continued on with Towerpoint Wealth since its inception. We feel confident working with Joseph, Steve and the rest of his great team building a strong financial plan to meet our goals and retirement needs. We trust and value their guidance, together we continue to build a strong relationship. It’s a great feeling knowing that you have a knowledgeable dedicated team looking out for you and your family.
Dan Elliott
Dan Elliott
20:04 16 Aug 21
We’ve been clients of Joe Eschleman for almost 20 years and are so grateful for the association. The team he has assembled at Towerpoint is fantastic and has always been quick to answer our questions and address any concerns. We have watched our accounts grow nicely over the years and put us in position to proceed with our retirement plans. Joe and his team have a great ability to explain complicated issues so that we are able to easily understand what is going on. That’s our professional assessment— our personal assessment of Joe and his team is equally positive. Joe sets the tone and everyone at Towerpoint follows his example of being caring, considerate, and thoughtful. While I have several regrets looking back over the last 20 years I have no regrets when it comes to trusting Towerpoint to set up our financial path. Thank you Joe and thanks to your team at Towerpoint!
Craig Richardson
Craig Richardson
23:13 13 Aug 21
The Towerpoint Wealth team is knowledgeable, professional, and personable. In addition to caring about your finances, they care about you and your family.
Laurena Cabanero
Laurena Cabanero
00:29 02 Aug 21
Joseph was our financial planner for many years prior to his starting Towerpoint Wealth and has continued in that role since.  We greatly appreciated his expertise and guidance as we worked towards retirement. He also provided solid advice and direction on managing our 401K funds before rolling them into IRAs. His management along the way has allowed us to enjoy our retirement with confidence.  Joseph has filled Towerpoint Wealth with quality and knowledgeable staff who have provided timely assistance for our transition to retirement and in purchasing our retirement home. We credit Joseph and Towerpoint Wealth for helping us stay steady and focused when it comes to our financial well-being.
Darrel Fink
Darrel Fink
21:15 30 Jul 21
We have very much enjoyed the time ‘we’ll spent’ with our investment team over the years. It’s made out retirement very doable and even fun since Joseph and team continue to keep us pointed in the right direction. I will always count it a privilege to work with such a professional organization that has created a personal retirement plan just for us.
Scott Kelly
Scott Kelly
23:59 29 Jul 21
I’ve worked with Joe and Lori both personally and professionally for many years, most recently watching the Towerpoint team come together.These folks are knowledgeable and accessible and they have my complete trust. When it comes to financial planning Joe and his team are a difference maker.
Meg Heede
Meg Heede
16:04 27 Jul 21
I have been with this Financial Planning Company for many years because I trust them and they are proactive with keeping me informed about my Portfolio.Joseph talks to me about my holdings with a face to face meeting each year and calls when rebalancing my accounts to keep me up to date. I feel comfortable about having a part in this with questions and his explanations. I’m happy!!
Terrie Coleman
Terrie Coleman
15:20 27 Jul 21
I followed Joseph Eschleman to Towerpoint Wealth, and I'm glad I did. He and his team of financial experts have made may retirement worry free. Lori, Steve, Nate are always quick to respond to inquiries. The customer service at Towerpoint Wealth is stellar!
Robert Hartin
Robert Hartin
01:44 22 Jul 21
Joseph Eschleman has managed our portfolio for 15 years. Throughout our association he and the Towerpoint Wealth staff contact us regularly, questioning us about our personal situation and any financial concerns we may have. Discussion of our accounts with consideration to our age, risks, asset allocation, personal needs, tax implications and legacy are fully explored - something we always find to be most helpful. We know that Joseph and the entire Towerpoint Wealth team have our best personal and financial interests at heart in all matters. We appreciate their professionalism and integrity. We consider them part of our family.Robert and Susan Hartin
Thomas Gilbert
Thomas Gilbert
00:10 20 Jul 21
About 20 years ago I inherited a substantial portfolio from my father‘s estate. I knew I would need some help managing these accounts. Shortly there after I got a call from Joe Eschleman. While I don’t accept cold calls as a rule, something about his approach appealed to me, so I agreed to meet with him.It was one of the best financial decisions I’ve ever made.After listening to my thoughts and concerns, Joe proposed a strategy that was fairly conservative, in keeping with my wishes, but still had room for growth. I signed him up, and have never regretted doing so. Through all the years since then and all the vagaries of the economy in the markets, Joe has guided my investments with a sure hand and steady results. He has always kept me informed and up-to-date on where we stand, and been quick to respond to any questions or concerns I might have.The team at Towerpoint is always available, and I feel that we have a true partnership, not just a business relationship. I trust them all completely.I would recommend Joe and his team to anyone wanting help with their wealth management. It has been a very fruitful 20 years.Cres Gilbert and Natalie Thiele
Beth Parvin
Beth Parvin
21:56 15 Jul 21
Joseph Eschleman had been our trusted financial advisor long before he started Towerpoint Wealth. We have come to know Joseph as an individual devoted to his family and his clients. With the team he has put together at Towerpoint Wealth, Joseph is able to provide superb guidance and customize options to mitigate our financial concerns and our changing life circumstances. We have unwavering faith in Joseph's knowledge, ability and commitment to our financial health.
Bill Kendall
Bill Kendall
22:38 28 Jun 21
If you want wealth management, financial advice, investment guidance, then you can't do better than Towerpoint Wealth. Their personalized approach is absolutely amazing!
nancy kendall
nancy kendall
21:28 28 Jun 21
We have been with TowerPoint wealth since it's beginning. They are very professional, great at communication, and We highly recommend them for financial planning, at any age!
Norine Mullen
Norine Mullen
18:58 25 May 21
I've been a client of Towerpoint Wealth from its inception. I had worked with Joseph Eschleman before he started his own financial advisory firm and had felt confident in his advise not only for my mother, while she was alive, but also for me after my Mom passed away. Joseph is extremely professional and very responsive to his clients. He is an excellent listener and always has his client's best interest when suggesting investment strategies. He has grown his firm to include a variety of specialists that are equally committed to helping clients achieve their financial goals.
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Your trusted Sacramento wealth management firm

Client care, financial coordination, tax minimization, and comprehensive financial planning

Serving you face-to-face in Northern California, and virtually throughout the United States

Client Assets Under Management* $346,455,438
Average Team Member Financial Industry Experience 21 Years
* All stats are as of 2/3/2022

TPW Wealth Management Services

We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner® (CFP), as a Certified Investment Management Analyst® (CIMA), and as a Certified Public Accountant (CPA). As a boutique wealth management firm, we have a legal fiduciary obligation to you, our client, and our fully independent financial advisors welcome helping you construct a customized, disciplined, and comprehensive financial, investment, and retirement plan

TPW Recent Financial News

As a fiduciary financial advisor to our clients, we are acutely attuned, but rarely reactive, to the latest financial, societal, and economic developments. Being a boutique wealth management advisory firm, one of the ways we fulfill our legal fiduciary responsibility to you, our client, is through the publication of various informational white papers, blog posts, and educational videos.

TPW Trending Today

Investment Advice from Warren Buffett – Never Bet Against America! 05.05.2022

It is this investment advice from Warren Buffett that has been ubiquitous throughout his storied career: 1. Accurately predicting the stock market is a fool’s game, and 2. Never bet against America! After two remote pandemic years, an estimated 25,000 Berkshire Hathaway shareholders flocked to Omaha, Nebraska last weekend for the in-person return of the Berkshire Hathaway […]

TPW News / Media

Leading by Example with Joe Eschleman – LifeBlood Podcast 04.18.2022

Described as “a human wellbeing and flourishing podcast,” LifeBlood is released daily and features a myriad of different professionals and subject matter experts. Produced and hosted from Scottsdale, AZ by George Grombacher, our President, Joseph Eschleman, was a featured Lifeblood guest just earlier this week. Click to hear what Joe had to say about leading by example, about focusing on process […]

TPW Money Musings

Six Questions to Ask of a Prospective New Financial Advisor 05.10.2022

There are literally thousands of people who hold themselves out as financial advisors just in California alone. How can you possibly figure out who is right for you? Overwhelmed in your search hiring a financial advisor or wealth manager? Start with six important questions to make sure they are the best fit for you, your life, […]

TPW This Just In

Our President, a MIT Grad??!! 05.18.2022

Our President, Joseph F. Eschleman, CIMA®, spent an intensive three days last week at the Massachusetts Institute of Technology, learning (and practicing) how to be a better leader and CEO as an invitee and participant in Dynasty Financial Partners’ Advisor-to-CEO program.  Joe dove into a spectacular curriculum of experiential executive coursework on a variety of topics, including D&I, leadership, entrepreneurship, […]

TPW White Papers

How Much is Enough? 5 Steps to Retiring with $2 Million 02.01.2022

What’s the fastest path to retiring with $2 million? A 2020 survey from Schwab Retirement Plan Services found that the average worker expects to need roughly $1.9 million to retire comfortably. Are you almost there? Have a long way to go? Is retiring with 2 million dollars a reasonable goal for you? Is this enough […]

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  • Spotlight timely news and topical events to keep you abreast of what we feel is actually important in today’s complicated world
  • Clarify and simplify many Sacramento wealth management and financial planning concepts

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What is 15-5?

“We cannot direct the wind, but can adjust the sails”
- Bertha Calloway

Sacramento Wealth Advisor_Financial Plan Towerpoint Wealth

Sacramento financial advisor

Why did you decide to move to a fully independent model?

We have decided to become independent for many reasons, the most central of which is you, our client. Because we are no longer employees of a large brokerage firm, we are no longer obliged to prioritize the interests of our employer over those of our clients. We are confident that we can serve your needs much more effectively as an independent firm.

 

Over the last ten years, the technology available to independent firms has far surpassed earlier financial tools. Access to these advances enables us at Towerpoint Wealth to serve our clients with a wider and more advanced spectrum of worldwide, cutting-edge resources, eclipsing our previous capabilities. This open-architecture model frees us from the legacy systems to which we were previously captive, allowing us to leverage innovative technology on your behalf. Simply put, we believe this work environment minimizes conflicts between us and the needs of our clients. As Sacramento Independent financial advisors, we now work for ourselves, serving solely our clients and helping them improve their financial lives through integrated, transparent and more personalized solutions. Independent financial advisors >

What services do you provide, exactly?

Towerpoint Wealth seeks to provide clients financial peace of mind. The peace of mind from knowing their finances are properly coordinated and on the right track. Simply put, our Sacramento Financial Advisors help our clients make better financial decisions and take full advantage of the opportunities available to them.

 

Towerpoint Wealth, boutique investment firm in Sacramento, clients leverage the myriad of wealth management services we offer, with the singular focus of achieving, and then maintaining, their financial independence, allowing them to live a better life while not worrying about money. Sacramento Wealth Management >

What is your approach to helping Towerpoint Wealth clients?

Towerpoint Wealth, Sacramento financial planner, believes that money, in the purest sense of its form, is just a means to an end. And while having enough forms the cornerstone in helping clients achieve, and then maintain, the peace of mind that goes along with being financially independent, we firmly believe in a consultative process that begins with getting to know and learn about you, our client: your hopes, dreams, background, fears, motivations, and vision you have of your and your family’s future.

 

In other words, our Sacramento Financial Advisors sincerely want to know what makes you tick. Towerpoint Wealth Philosophy & Strategy >

Are you legally a fiduciary for your clients?

Yes. We are a legal fiduciary for our clients. In the investment field, there are two types of primary parties who are able to offer investment advice regarding securities to individuals, as well as to institutional clients such as pension funds, non-profit organizations and corporations. These parties are 1.) investment advisors and 2.) investment brokers who work for brokers-dealer.

 

Many clients may consider the investment advice they receive from each party as similar, but there is a key difference that may not be completely understood by the investing public. The difference pertains to two competing standards that advisors and brokers must adhere to, and the distinction has important implications for individuals who hire outside financial assistance.

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Complete this form to connect with one of our Sacramento financial advisors for a no-strings attached conversation, or for an objective, expert response to any financial questions or concerns you have

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