Download "A Guide to Responsible Investing"
to better understand this exciting opportunity!

What is Responsible Investing

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Many investors aren’t aware that they can align their investment portfolio with their personal values. Responsible investing, aka ESG investing, examines the three criteria of:

• 1. Environmental
• 2. Social
• 3. Governance

At Towerpoint Wealth, we help our clients understand this new approach to investing as we work together to reduce portfolio risk, generate competitive investment returns, and help them feel sincerely good about the investments they own.

Responsible (ESG) investing is an exciting new way to invest – but it can also be very confusing and complicated. At Towerpoint Wealth, we are ESG experts, and are here to help you.

Team (photo left to right):
Lori A. Heppner - Director of Client Services | Jonathan W. LaTurner - Partner, Wealth Advisor | Nathan P. Billigmeier - Director of Research and Analytics | Michelle Venezia, Client Service Specialist | Steve Pitchford, CPA, CFP®️ - Director of Tax and Financial Planning | Joseph Eschleman, CIMA®️ - President