Towerpoint Wealth No Comments

Schwab/Dynasty/TPW

We take great pride at Towerpoint Wealth in serving our clients as a fully independent wealth management firm, but being independent does not mean being alone. The partnerships we continue to develop with financial industry leaders allows us to leverage the expertise of important external resources, as evidenced by our meeting yesterday at TPW’s downtown headquarters with Erik Feldman of Schwab Advisor Services, and Tom Glamuzina of Dynasty Financial Partners. Both Erik and Tom, along with Dynasty and Schwab, provide us direct support and counsel as we refine and improve our client service offering and internal systems and procedures, and we feel extremely fortunate to have them as part of the Towerpoint Wealth team.

Towerpoint Wealth No Comments

Loaves and Fishes Volunteer Day for Towerpoint Wealth

The entire Towerpoint Wealth team took a full day away from their responsibilities at the office to roll up our sleeves and help the homeless community in Sacramento, volunteering to prepare and serve lunch at Sacramento Loaves and Fishes.

It was a productive, sobering, and rewarding day of giving back to the local community and to those in great need, and we look forward to continuing to cultivate the TPW culture of volunteerism and of community outreach and support.

Click HERE to go to our Facebook page and see additional photos of our day at Sacramento Loaves and Fishes.

Towerpoint Wealth No Comments

Compliance software upgrade at Towerpoint Wealth

A BIG thank you to our Client Service Specialist, Raquel Jackson, and to Leigh Emery, IACCP® of Dynasty Financial Partners, as we upgraded our financial technology “stack” in implementing a comprehensive new cloud-based compliance system.

Leigh continues to be instrumental in helping us work both intelligently and efficiently in properly managing our ever-increasing compliance obligations in a challenging regulatory environment. Leigh (along with Dynasty’s full compliance team) provides us with excellent ongoing support, practical guidance, and real-world solutions to a myriad of compliance issues and responsibilities, and we are lucky to have her as a trusted partner.


Towerpoint Wealth No Comments

Another Mortgage Paid Off!

Towerpoint Wealth clients John and Yvette Haluck proudly toast the recent payoff of their mortgage, AND John’s retirement, as of December 31, 2018, with two glasses of bubbly! John, Yvette, congratulations to both of you, as we are pleased to have the opportunity to work side-by-side with you, helping you navigate your wealth management plan in accomplishing these two HUGE personal and financial milestones!

Towerpoint Wealth No Comments

TPW Investment Committee Hosts Sam Stovall

Sam Stovall, Chief Investment Strategist of U.S. Equity Strategy at CFRA, joined this week’s Towerpoint Wealth Investment Committee meeting to discuss his current outlook for the U.S. and global economy and financial markets. In addition to being a regular guest on CNBCBloomberg, and Wall Street Journal contributor, Sam is the Chairman of Standard and Poor’s Investment Policy Committee, and the author of two books, including The Seven Rules of Wall Street. We were honored to spend an hour hosting Sam and gleaning his insights, and will continue to look to proactively host guests of his stature for our regular TPW Investment Committee meetings.

Towerpoint Wealth No Comments

Steve Pitchford – Guest Appearance on Money Savage Podcast

Earlier this month, our Director of Tax and Financial Planning, Steve Pitchford, was a guest of George Grombacher’s Money Savage podcast. Steve and George spent 20 minutes discussing income tax minimization strategies associated with building and managing one’s investment portfolio. Noting the importance of focusing not on pre-tax returns, but instead on after-tax returns, Steve highlighted a number of strategies we use at Towerpoint Wealth to help clients reduce their obligation to Uncle Sam, and concurrently, maximize the after-tax growth of their portfolios.

Click HERE to download Money Savage Podcast or view and listen to Money Savage Podcast online HERE

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. The views and opinions expressed by the hosts do not necessarily state or reflect those of Towerpoint Wealth, LLC and its management. The material discussed in the Podcast is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Towerpoint Wealth, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Towerpoint Wealth, LLC unless a client service agreement is in place.
Towerpoint Wealth No Comments

Introducing Towerpoint Wealth’s new Client Service Specialist, Raquel Jackson

We are extremely excited to welcome Raquel Jackson to the Towerpoint Wealth family as the firm’s new Client Service Specialist. Raquel comes to us from the Golden1, where she was a Member Relationship Specialist. Prior to her work at the Golden1, Raquel was the Marketing Director for Barbizon School of Modeling, and an Assistant Branch Manager at Westamerica Bank.

She is the proud mother of three girls, Zaida, 17, Zenia, 13, and Daijah, 2. Raquel enjoys spending her spare time with her family and friends.

We look forward to immediately enlisting Raquel’s experience, intelligence, and energy in further enhancing our “red-carpet” client service as Towerpoint Wealth’s strategic growth path continues. Welcome aboard, Raquel!