TPW This Just in

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.

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!

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!

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.

 

 

 

Sweet moments and even sweeter smiles!  

Our Towerpoint Wealth team enjoyed a fulfilling Community Day at Shriners Children’s Northern California yesterday afternoon. We hosted a 90 minute ice cream/arts and crafts social, helping to put smiles on the faces of many of the amazing Shriners patients!

 

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!

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!

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.

Earlier this week, our President, Joseph Eschleman, and Partner, Jonathan LaTurner (seen above, waving!) explored the perfect furnishings for our new office space, set to elevate our new workspace in 2024!

A big thanks to Amanda Cain and MTA for the help, savvy design eye, and guidance!

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

Everyone is talking about Artificial Intelligence (AI). What is the AI question top of your mind? In today’s rapidly evolving tech landscape, the AI user experience affects everything we do. At Towerpoint Wealth, we believe that AI is a tool that can enhance efficiency and help solve complex problems. In this webinar, “AI Decoded, Unlocking the Secrets of Artificial Intelligence,” Joseph Eschleman, President of Towerpoint Wealth, is joined by three experts on the AI user experience. Chris Gannatti is the Global Head of Research at Wisdom Tree, Linda Duessel is the Senior Vice President at Federated, and Michael Grant is the CO-CIO at Calamos.

Data, tech, algorithms, human intelligence and machine learning combine into the AI user experience. The most frequently heard AI question is perhaps the most basic: What exactly is AI?

To answer this AI question in the simplest terms, the AI user experience is all about enhancing productivity in our lives, and in our businesses and industry. In this video, hear a conversation intended to show AI decoded, where your AI question is answered.

Joseph Eschleman, President of Towerpoint Wealth
Chris Gannatti, Global Head of Research at Wisdom Tree
Linda Duessel, Senior Vice President at Federated Hermes
Michael Grant, Co-CIO at Calamos Investments