• 500 Capitol Mall #2060, Sacramento, CA 95814
  • info@towerpointwealth.com
  • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Schedule An Appointment
  • (916) 405-9140
  • 500 Capitol Mall #2060, Sacramento, CA 95814
  • info@towerpointwealth.com
  • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Schedule An Appointment
  • (916) 405-9140
×

Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • 500 Capitol Mall, Suite 2060 Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com
  • towerpointwealth.com

Our Recent Posts

Towerpoint WealthArticles by: Towerpoint Wealth
How to Account for Inflation in Retirement Planning
Blog

How to Account for Inflation in Retirement Planning: Strategies to Safeguard Your Future

  • by Towerpoint Wealth
  • March 20, 2025
Sacramento real estate market
TPW Trending Today

The 2025 Sacramento Real Estate Market: What’s Changing and How to Stay Ahead

  • by Towerpoint Wealth
  • March 13, 2025
Is Social Security Disability Taxable
Blog

Is Social Security Disability Taxable? Everything You Need to Know for 2025

  • by Towerpoint Wealth
  • March 13, 2025
is social security dead
TPW Trending Today

The Future of Social Security: What You Need to Know (and Why It’s NOT Going Away)

  • by Towerpoint Wealth
  • March 2, 2025
6 smart tax moves to make before filing your taxes
TPW Financial Podcast

6 Smart Tax Moves To Make Before Filing Your Taxes

  • by Towerpoint Wealth
  • February 27, 2025
What Is Modern Investing
Blog

What Is Modern Investing? A 2025 Guide for High-Net-Worth Individuals and Retirees

  • by Towerpoint Wealth
  • February 27, 2025
Stewards of integrity: the vital role of private professional fiduciaries
TPW Financial Podcast

Stewards of Integrity: The Vital Role of Private Professional Fiduciaries

  • by Towerpoint Wealth
  • February 26, 2025
6 Smart Tax Moves to Make Before Filing Your Taxes
TPW Money Musing

6 Smart Tax Moves to Make Before Filing Your Taxes

  • by Towerpoint Wealth
  • February 25, 2025
How Is Asset Allocation Different From Diversification
Blog

How Is Asset Allocation Different From Diversification?

  • by Towerpoint Wealth
  • February 20, 2025
health care and your retirement
TPW This Just in

Health Care & Your Retirement: Key Takeaways from Our Live Webinar

  • by Towerpoint Wealth
  • February 19, 2025
  • 1
  • 2
  • 3
  • 4
  • 5
  • ...
  • 29

Verify your email

We sent a 6-digit code to .

Subscribe To Our Industry Newsletter

Select list(s) to subscribe to

key tax and retirement changes fiduciaries should be planning for in 2025-2026
Fiduciary News

Winter 2026: Insights for Professional Fiduciaries Navigating an Evolving Planning Landscape

  • January 29, 2026

Trending Today Newsletter

Select list(s) to subscribe to

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
financial planning for couples
TPW Trending Today

Financial Planning for Couples: One Financial Move Couples Nearing Retirement Should Make This Year

  • April 10, 2026

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Trending Today Newsletter

Subscribe
  • financial planning for couples
    Financial Planning for Couples: One Financial Move Couples Nearing Retirement Should Make This Year
    by Towerpoint Wealth
    April 10, 2026

Mobile Navigation

  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • With deep expertise in wealth management, investment planning, and legacy preservation, we empower clients to achieve long-term financial confidence.

Location

  • 500 Capitol Mall, Suite 2060
    Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com

Explore

  • Home
  • Resources
  • FAQs
  • Contact
  • ADV Form
  • Privacy Policy
  • Career

About Towerpoint

  • About Us
  • Our Process
  • Benefits of Independence
  • Our Team
  • Responsible Investing
  • Fees

Services

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Fiduciary Financial Advisor
  • Fiduciaries and Trustees

Towerpoint Wealth is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Towerpoint Wealth unless a client service agreement is in place. No portion of any content on this website is to be interpreted as a testimonial or endorsement of Towerpoint Wealth investment advisory services and it is not known whether any clients referenced herein approve of Towerpoint Wealth or its services; nor should it be assumed that any references to our clients are representative of all of our clients’ experiences.

Towerpoint Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Towerpoint Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

  • Copyright © 2025 Towerpoint Wealth
TALK TO US

Verify your email

We sent a 6-digit code to .

Trending Today Newsletter

Subscribe
  • financial planning for couples
    Financial Planning for Couples: One Financial Move Couples Nearing Retirement Should Make This Year
    by Towerpoint Wealth
    April 10, 2026