Purpose. Growth. Impact.
Looking for a career in wealth management that makes a difference? Based in downtown Sacramento, Towerpoint
Wealth is a leading financial advisory firm committed to helping clients remove the hassle of coordinating all of their
financial affairs—so they can live a happier life and enjoy retirement.
Towerpoint Wealth was recently named one of Sacramento’s 50 Fastest Growing Companies for 2025 by the
Sacramento Business Journal. This recognition reflects both our strong client relationships and our commitment
to building a high-performing, values-driven team. What truly sets us apart? Our advisors and our people.
The strength of our team is the foundation of everything we do.
What our team is saying.
our Northern California team. If you’re passionate about the wealth management or financial services industry, Towerpoint Wealth offers a dynamic,
high-integrity environment where your contributions are valued, your growth
is supported, and your work has real purpose.
What Sets Us Apart
At Towerpoint Wealth, our culture isn’t just a tagline—it’s the foundation of everything we do. We’re committed to creating an environment where people feel supported, challenged, and inspired to grow. From how we treat our clients to how we collaborate as a team, integrity and excellence guide every decision.
Client-First,
Fiduciary-Driven Culture
We operate under a strict fiduciary standard—putting our clients’ best interests first, always.
Fully independent, no hidden agendas—just thoughtful, objective advice rooted in trust, transparency, and long-term relationships.
Strong Team
Camaraderie
Team bonding is core to our culture. From Top
Golf to volunteer days, holiday dinners to baseball
games, we make time to connect, recharge, and
celebrate wins—together.
Deep Commitment
to Community
We believe in giving back. Whether cleaning local parks, supporting Loaves and Fishes, or hosting events at Shriners, we make a real impact where we live and work.
Ongoing Professional
Development & Growth
We invest in our team. From conferences and certifications to strategy retreats and learning forums, employees are empowered to grow, lead, and advance in a career they’re proud of.
Multi-Disciplinary
Team Strength
Our team blends expertise across planning, tax,
investments, operations, and client service. This
diversity creates stronger strategies, richer collaboration, and well-rounded exposure to every area of wealth management.
Balanced
Work + Life Integration
We prioritize both performance and personal well-being. Towerpoint’s culture supports family,
flexibility, and mental health—because thriving
employees create stronger teams and happier, more
Ready to Join Our Team?
Get To Know The Team
Complementing our advisory team is a group of in-house professionals who help make Towerpoint Wealth a truly full-service firm. With expertise across operations, client service, marketing, and administration, they ensure that every aspect of the client experience is handled with precision and care. Their work behind the scenes allows for a seamless, responsive, and personalized approach-delivering the high standard of excellence our clients have come to expect.
Towerpoint Wealth's team and its clients have achieved independence - now it's your turn.
Working in an environment that can conflict with serving the needs of your clients can be difficult and frustrating. Needless to say, this is a known problem on Wall Street, and a central reason the fully independent wealth advisory firm model continues to flourish and grow. As our growth continues as we systematically move closer towards our goal of being the preeminent wealth management firm in the greater Sacramento valley, we are looking to strategically expand our career team of passionate, qualified, and experienced financial advisor company and service professionals.
Our mission:
To help our clients properly coordinate all of their financial affairs, with the goal of helping them achieve, and then maintain, their complete financial independence.
As we grow and expand, maintaining a disciplined focus on this mission is critical, and we welcome talking with like-minded professionals who are in search of a “graduation” to a better professional environment. Just like the last professional we hired, the next addition to the Towerpoint Wealth team will hold themself to the highest standard in the industry, the fiduciary standard, and will be hungry for the opportunity to help clients in an unencumbered, conflict-free environment, all while growing their personal net worth as Towerpoint Wealth continues its expansion.
Towerpoint’s team and its clients have achieved independence – now it’s your turn. Contact us to learn more about the Towerpoint Wealth difference.
Towerpoint Wealth is a progressive, open-minded meritocracy.
What you’re capable of matters, everything else does not. Your gender, your sex life, your gods, or your skin color don’t make a difference here. What does make a difference? That you are smart and good at what you do.
Financial advisors
Over the years, Wall Street has continued to leverage its size and scale when providing a home and a platform for financial advisors to help and serve their clients. However, as clients and advisors have become more sophisticated and discriminating, the search for a better environment has drawn many to the world of independence. As an independent firm, Towerpoint Wealth is free to work with any of the financial industry’s leading companies in order to provide a fully-integrated plan designed to meet your, and your client’s, objectives and expectations. Unlike traditional wirehouse firms, we are not tied to a single provider, allowing us to literally scour the financial environment to access the widest scope of resources available on our advisors’ and clients’ behalf, from institutional asset manager research to state-of-the-art consolidated technology and reporting. We then leverage and customize those strategies and solutions to assure you a focused, boutique-level client experience.
Independence allows us - and you - many freedoms
one of which is the ability to choose from a long list of strategic partner organizations, not only to smooth your transition in working with Towerpoint, but also to facilitate our management and operations. We’ve partnered with some of the leading names in the industry. Simply put, we are independent but not alone.
If you are sick of the wirehouse red tape, sick of hearing ‘no’ more than ‘yes’ from management and your compliance department, and feel limited by the lack of full access to advanced products and technology to support and highly customize your own, and your clients’, overall advisory experience, then click the photo on the left to read more about why full independence is not a trend, but a full-blown movement.
