Our fourth wave of new client Towerpoint Wealth welcome packages went out today – we are humbled by our client’s trust and confidence as our progress and growth continues…
Form and Function – Towerpoint Wealth gear hits the streets!
New clients of Towerpoint Wealth seem to be enjoying both the comfort and style of their new t-shirts, and functionality of their new travel bags!
Towerpoint Wealth Lunch & Learn Kick Off
Towerpoint Wealth kicked off its new Lunch and Learn series of educational workshops on August 30th with a presentation by Chris McKnett, Head of ESG for State Street Global Advisors.
14 attendees enjoyed Panera boxed lunches while participating in the interactive meeting, discussing what ESG investing is (a method for evaluating, at every stage of the investment process, how companies’ environmental, social and governance (ESG) practices may impact their stock return potential), and how this approach to investing is becoming increasingly popular, spurred by shifting demographics, increased global climate and resource risks, regulatory changes, and an increased focus on ESG among asset owners.
Towerpoint New Client Welcome Packages
Progress continues at Towerpoint Wealth, as our THIRD wave of new client welcome packages went out yesterday.
