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Towerpoint Wealth’s new office and sign

While the move to our new offices has fortunately been relatively smooth, there have been a few hiccups along the way – namely, no Towerpoint Wealth sign and no logo! However, that changed today, when Signature Graphics did a beautiful (and efficient) install job above TPW’s main reception area, officially memorializing our new home. The buildout of our TPW headquarters is very close to being 100% complete, and we are tickled and proud of our new space, as the new sign and logo does a great job of helping our office environment feel much more like home.

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Towerpoint Wealth’s One-Year Anniversary Employee Dinner

The entire Towerpoint Wealth family and their significant others convened this past Saturday night to celebrate the firm’s one year anniversary. A cocktail hour at Mayahuel was followed by an elegant dinner at the “Chef’s Table” at Ella, and we don’t think anyone struggled to enjoy themselves!

Building the culture of our firm as a true family has been a central Towerpoint Wealth ideal since the beginning, as all TPW employees are required to not only work extremely hard in serving clients, but also to enjoy spending time together and play hard at every opportunity.

Click HERE to see more photos of our evening and to follow Towerpoint Wealth on Facebook.

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New Wealth Management Intern

We are excited to introduce Dominic Trolio as the newest addition to our team here at Towerpoint Wealth. Dominic is studying finance at Texas Christian University (TCU), and will be working as our wealth management intern this summer before heading back to TCU for his junior year. As we continue to grow, we recognize the importance of cultivating new talent, leveraging fresh perspectives, and furthering the potential of the next generation of financial leaders, and we couldn’t be happier to have Dominic aboard!

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TPW’s One Year Anniversary Celebration!

What a party! On May 26, 2017, we officially launched Towerpoint Wealth, and on June 6, 2018, we were lucky enough to celebrate our one year anniversary with all of you! We first enjoyed a vineyard and winery tour with 47 clients, colleagues, and friends. We then all retired into the winery, where each guest had the opportunity to create their very own unique blend of wine!

A private dinner of filet mignon, seasonal vegetables, and fingerling potatoes capped what truly was a wonderful evening for everyone involved, and we could not be happier with how far we have come (so far), and the relationships we have with each of our clients and close colleagues.

A big thank you goes out to Wise Villa Winery and Dr. Grover Lee, for helping us all to celebrate in style!

See additional photos HERE on our Facebook page (and be sure to follow us while you are there).

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TPW New Office Buildout

Joseph and Lori enjoyed a tour of the buildout of Towerpoint Wealth’s soon-to-be new home on May 8, getting a better sense of the feel and functionality of our 3,000 sq. ft. of new space. Everyone at TPW is very excited at the prospect of working in our permanent office headquarters, hosting clients in our new Grubman Room, and playing a few games of pinball in our cozy lounge.

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“Test Drive a Tesla” Client Appreciation Event

Twelve TPW clients and friends joined us for our most recent “Test Drive a Tesla” appreciation event at the local Tesla dealership in Rocklin. Everyone was “charged up” for the opportunity to sit in, examine, and test drive these amazing electric vehicles, and nobody left disappointed after experiencing Tesla’s raw acceleration, taking their test drive vehicles from 0-60MPH in just 3.6 seconds. The company, the hors ‘oeuvre’s, and the showroom experience were all fantastic, but nothing beat the raw exhilaration seen on the faces of each of our guests after their Tesla test drive was complete!

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State Street’s Noel Archard visits TPW

Mutual fund trends: We were fortunate to have had the opportunity to spend 45 minutes meeting with Noel Archard, State Street’s Global Head of Product. Noel has 25+ years of wealth management industry experience (and he is a Philadelphia guy!), bringing a specific expertise in exchange traded fund (ETF) and mutual fund structure, operations, and mechanics. Discussion topics included:

  • An overview of ETF & mutual fund trends across both retail and institutional investors.
  • State Street’s current thinking of SPDR ETFs – what will the future of product look like?
  • An overview of State Street’s existing SPDR ETF lineup & the logic behind their active ETF partnerships (DoubleLine, MFS, GSO, etc.).
  • An in-depth explanation of overall ETF structure/mechanics, and the process for bringing new ETFs to market.


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Lunch & Learn #5 – Residential Real Estate Investing

The momentum of Towerpoint Wealth’s Lunch and Learn series continued on January 18th, featuring 4th generation Sacramentan and real estate expert Brian Kassis, of RE/MAX Gold. The educational workshop was extremely well received, as eighteen attendees soaked in Brian’s 30 years of experience and wisdom, learning about the myriad of considerations, risks, and benefits of investing in residential real estate. Noting that investing in rental properties isn’t always for the faint of heart, Brian also stressed the many reasons supporting the longer-term wealth building benefits owning residential real estate can provide. Be sure to join us for our next Lunch & Learn, Six Surefire Ways To Improve Your Financial Life, on February 28th! 

Learn more here: A Guide For Real Estate Investing in Rental Property