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TPW This Just in

Towerpoint Wealth August 4, 2017 No Comments

Bodega Head, Bodega Bay

Joseph, Henry, Megan, and Josephine at Bodega Head in Bodega Bay.

TPW This Just in

Towerpoint Wealth August 4, 2017 No Comments

Cupcake delivery

Cupcake delivery from Dynasty Financial Partners.

TPW This Just in

Towerpoint Wealth August 4, 2017 No Comments

Reunited for the first time

Joseph, Lori, Nathan reunited for the first time.

TPW This Just in

Towerpoint Wealth August 4, 2017 No Comments

Nathan’s signing

Nathan’s signing day at Towerpoint Wealth.

TPW This Just in

Towerpoint Wealth August 3, 2017 No Comments

Lori’s signing

Lori’s signing day at Towerpoint Wealth.

TPW This Just in

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Towerpoint Wealth’s Expert Insights on the Social Security Fairness Act
Health Care & Your Retirement: Key Takeaways from Our Live Webinar
What is a 1099 Tax Form? What Investors Need to Know for a Smooth Tax Season
The Secure Act Impact on Inherited IRAs: 5 Things Every Fiduciary Must Know
What Is Happening With The Social Security Fairness Act?

ABOUT US

Towerpoint Wealth
500 Capitol Mall, Suite 2060
Sacramento, CA 95814

Phone: (916) 405-9140

Sacramento Financial Advisor Firm

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WEALTH MANAGEMENT TEAM

Joseph Eschleman | CIMA^® President
Jonathan W. LaTurner | Partner Wealth Advisor
Steve Pitchford, CPA, CFP^® | Director of Tax and Financial Planning
Megan M. Miller, EA | Associate Wealth Advisor
Nathan P. Billigmeier | Director of Research and Analytics
Lori A. Heppner | Director of Operations
Michelle Venezia | Client Service Specialist
Luis Barrera | Marketing Specialist
Isabelle Orozco | Office Coordinator

Towerpoint Wealth is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Towerpoint Wealth unless a client service agreement is in place. No portion of any content on this website is to be interpreted as a testimonial or endorsement of Towerpoint Wealth investment advisory services and it is not known whether any clients referenced herein approve of Towerpoint Wealth or its services; nor should it be assumed that any references to our clients are representative of all of our clients’ experiences.

Towerpoint Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Towerpoint Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

We enjoy the opportunity to connect with our clients in person to deepen our relationships and foster healthy communication and planning, and though we are a Sacramento wealth management firm, we regularly partner with clients in Granite Bay, Rocklin, Roseville, Folsom, El Dorado Hills, Auburn, Davis, and throughout the Northern California region.