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The California Los Angeles Fires: A Community Call to Action

The recent fires in Los Angeles have highlighted the devastating toll wildfires can take on our communities. At Towerpoint Wealth, these fires have hit especially close to home.

Our Advisor and Partner, Jonathan LaTurner, has family living in Southern California, and while we are incredibly grateful that Jonathan’s brother-in-law, Hunter LaTurner, and his family were spared, their neighborhood and countless others were not as fortunate. Below, you’ll see a photo comparison: A photo of Hunter’s home is on the left, and his direct next-door neighbor’s home is on the right.

California’s wildfire season continues to disrupt and devastate, leaving families without homes and in urgent need of support. As we process the impact of these fires and ask what we can do to help, we are reminded of the importance of standing together in times of crisis. At Towerpoint Wealth, we are committed to helping those affected by contributing to disaster relief efforts and encouraging others to do the same.

Making a Difference Together

In addition to financial contributions, Jonathan and his wife, Katie, are organizing a donation drive to support families displaced by the fires, We’re collecting the following items:

  • Gently used clothing
  • Toiletries and hygiene products
  • Kids’ toys and books
  • Household essentials (bedding, kitchen items, etc.)
  • School supplies

These donations will go directly to families in need, offering tangible support as they begin to rebuild their lives. For more details on how to contribute, please contact us directly.

We Are Doubling Your Impact

Families affected by these fires need your help now more than ever. Every moment counts in providing relief and comfort during this critical time.

To amplify our collective efforts, Towerpoint Wealth will match dollar-for-dollar any donation made by our Trending Today readers, up to $10,000. This initiative is our way of doubling your support and ensuring that relief efforts reach as many people as possible

Ways You Can Help

If you are looking for organizations to contribute to, here are two impactful ones leading wildfire efforts:

1 | The California Community Foundation’s Wildfire Relief Fund

For over 20 years, this fund has supported wildfire recovery efforts, focusing on rebuilding homes, providing mental health services, and assisting low-income communities.

How to Donate

Vist calfund.org/wildfire-relief-fund to contribute

2 | The Los Angeles Fire Department Foundation

The LAFD Foundation supports firefighters and first responders battling wildfires with life-saving equipment, training, and resources.

How to Donate

Visting supportlafd.org to make a donation

Coming Together as a Community

Assisting those affected by the Los Angeles wildfires reminds us of the strength found in unity and resilience. The bravery of first responders, volunteers, and community members who rally to support those in need cannot be overstated. We would like to thank all donors who are coming together to support the recovery efforts for those who have lost their communities.

At Towerpoint, we believe in the power of collective action. Whether it’s through financial contributions, volunteering, or spreading awareness, every effort makes a difference. Together, we can help those affected by these fires rebuild and begin to look toward a brighter future.

If you would like to join us in these efforts or learn more about our commitment to supporting wildfire disaster relief, please don’t hesitate to reach out. Let’s stand together for Los Angeles during this challenging time.

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Celebrating Client Partnerships and New Beginnings

A Recap of the Towerpoint Wealth Open House!

Last week, we had the pleasure of opening our new doors to friends, clients, and colleagues for an unforgettable Open House event. Held at our new headquarters at 500 Capitol Mall, it was an occasion filled with camaraderie, laughter, great conversations, and the shared excitement of this new chapter in our journey together, with you. We are humble in recognizing that without you, our clients, we would exist as a firm today, and we are pleased to express our gratitude and share some of the highlights of the event.

First and foremost, a huge thank you to everyone who attended our event and joined us! Your presence turned what could have simply been a gathering into an extraordinary celebration of community and trust. We are beyond grateful for the relationships we’ve built and the new connections we made during this special day. And if you were unable to make it, no problem, simply click below to see some fun photos and a drone video of the evening!

Events like these are made even better by the thoughtful contributions of talented partners. We owe a big thank you to Camden Spit & Larder for providing the delicious food and refreshing drinks that everyone enjoyed. Their impeccable service and unique culinary offerings were the perfect addition to our event, and we couldn’t have been more impressed by their attention to detail and hospitality.

The Open House was a blend of old friends reconnecting, new acquaintances meeting for the first time, and everyone exploring our new office space. A true Towerpoint Wealth community. Our team took great pride in showcasing what we’ve built—an environment that reflects our commitment to excellence, innovation, client focus, and community spirit.


To all those who couldn’t attend, we’ve got you covered! Click here for a photo galley or click the image below.

Towerpoint Wealth Open House. Click Thru Slide Show.

Our Open House was just the beginning – we hope to see you all in the near future, whether for a consultation, a cup of coffee, or just to say hello. Your continued support inspires us to push forward with our mission of helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

Thank you once again for your trust, confidence, and for being the essential part of our journey!

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TPW Getting Our Learn On!

Earlier this week we hosted a continuing education event for our Wealth Advisors focused on reverse mortgages.

Featuring Scott Roseveare, President and Founder of Live Better Financial, the session explored key benefits and potential risks of reverse mortgages, equipping our advisors with deeper knowledge to better serve TPW clients. Scott shared valuable insights on how reverse mortgages can be a strategic tool in retirement, wealth management, and tax planning, and the event reinforced our commitment to staying ahead of innovative financial trends and enhancing the expertise of our team.

P.S. – Check us out and follow Towerpoint Wealth on Instagram!

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Exploring the Future of Wealth at FutureProof Festival 09.16.2024

Our Partner, Wealth Advisor, Jonathan LaTurner, and Director of Research and Operations, Nathan Billigmeier, are attending FutureProof, the world’s largest wealth management “festival,” in Huntington Beach, where they are already immersed in the latest financial innovations and trends in the wealth management industry.

The FutureProof festival was designed to bring together the world’s most prominent figures and emerging minds in finance, investing, technology, impact, creative arts, and wealth management, serving as a catalyst in developing the future of wealth.

From emerging investment strategies to cutting-edge financial technologies, both Jon and Nathan are gaining valuable insights to bring back to the firm, allowing TPW to continue to grow, develop, evolve, and ultimately, better serve you, our client, in helping you grow and protect your wealth.

By staying ahead of industry changes and innovations, we will work tirelessly to help you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

 

FutureProof Festival Wealth Management

 

FutureProof festival

 

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Front Street Animal Shelter Community Day 12.19.2023

Last week, the Towerpoint Wealth team carved out a full morning to dedicate some time (and a little grit and elbow grease) to support the Front Street Animal Shelter’s Pet Food Pantry program.

The Pet Food Pantry program operates every Wednesday from 10AM-12PM in the Shelters parking lot, and ensures that all pet owners in need receive vital food and supplies for their furry friends.

Our team assembled and handed out 10lb. bags of free pet food, and also helped out by washing and disinfecting dog and cat bowls and toys, as well as creating pet name tags.

The Shelter is currently offering free adoptions until December 23rd, making it the perfect time to welcome a new furry family member!

Please click the video below to watch a fun recap of our volunteer morning at the Shelter!

Towerpoint Wealth is committed to giving back to our local community, and in that spirit, we are pleased to offer a 100% match, up to $5,000, of any charitable donations you make to the Front Street Animal Shelter.

Please simply email us your donation receipt at info@towerpointwealth.com, and we will promptly email you a confirmation of our matching donation within 48 hours.

Let’s continue to come together and support the Front Street Animal Shelter, and their mission of providing love, care, and a brighter future for pets in need!

DONATE NOW!

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Thank you and Merry Christmas, Ascent Builders! 12.12.2023

In the spirit of enduring partnership, Scott Kelly and Patty McElwain stopped by the Towerpoint Wealth headquarters yesterday to drop off their MUCH-anticipated Christmas wreath! This emblematic gesture not only reflects the holiday spirit, but also underscores the strength of our business relationship.

The wonderful aroma of pine trees that now engulfs our office now serves as a pleasant reminder of the shared values, mutual respect, and seamless cooperation we share with Ascent. Here’s to continued success and shared triumphs in 2024!

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Towerpoint Wealth Tours Salesforce Building in SF 12.04.2023

The world of wealth management is complex and nuanced, as is the technology needed to effectively run a wealth management firm. Fortunately for us and for our clients, we utilize Salesforce as our operational backbone, helping us efficiently and intelligently manage virtually every area of our company as we strive for exceptional client satisfaction and service.

Yesterday, our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, visited Dodge Williams at the Salesforce Tower in San Francisco. Understanding the pace of change and innovation in the Artificial Intelligence and Customer Relationship Management industry, it is essential that we ensure that our partnership is sound and that our Salesforce instance is operating crisply.

Not just a repository for data, Salesforce is truly the “invisible hand” behind the TPW operation, and we are happy to leverage it in amplifying our ability to understand, anticipate, and exceed our clients’ needs and expectations.

Towerpoint Wealth Tours Salesforce Building in SF
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Luis Barrera Attends the 2023 Digital Summit in San Diego 10.27.2023

Our Marketing Specialist, Luis Barrera is taking San Diego by storm at the Digital Summit.

We are happy to support Luis’ journey of learning new marketing skills, expanding his marketing knowledge, and making invaluable connections with some of the brightest minds in the industry.

Stay tuned for the game-changing ideas and innovations he’ll be bringing back to Towerpoint Wealth.

Check out the list of marketing strategies Luis has been learning :

  • Accessibility
  • AI & Chat GPT
  • B2B Marketing
  • Branding
  • Content Planning & Development
  • Creative & Design
  • Customer Journeys
  • Data & Analytics
  • Disruptive Tech
  • eCommerce
  • Email Deliverability & Engagement
  • Future-proofing Tactics
  • Google Analytics 4
  • Inclusivity
  • Influencer Marketing
  • Keyword Research
  • KPI’s & Stakeholder Management
  • Lead Gen
  • MarTech Solutions
  • Mental Health & Professional Growth
  • Omnichannel
  • Paid Ads
  • Personas
  • Podcasting
  • Reels & Stories
  • SEO Performance & Strategy
  • Social Strategy for Facebook, Instagram, Linkedin, Tiktok, Twitter
  • Storytelling
  • UX & Consumer Behavior
  • Viral Branding & Messaging
  • Website UX