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 :
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
Our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, enjoyed connecting with Anne Stauffer, TPW’s Schwab Advisor Services relationship manager, for an enjoyable lunch yesterday to discuss our strategic custodial partnership with Charles Schwab.
Selecting and partnering with the right custodian is of paramount importance for a fully-independent Registered Investment Advisor (RIA) firm like Towerpoint Wealth. Serving as the backbone of TPW’s operations, and providing crucial support in managing and safeguarding our client’s assets, Charles Schwab has been an integral ally for us and all of our clients since we launched our firm more than six years ago.
Seeking to ensure that our clients continue to receive efficient trade execution, accurate record-keeping, and secure custody of their cash, securities, and other assets, it is essential that we are in continual communication with Schwab about a myriad of wealth management and client custody issues. And beyond the aforementioned operational aspects, Schwab also aligns very well with our firm values and objectives, and helps to enhance our credibility and reputation in the eyes of regulators like the SEC. Selecting Charles Schwab as our custodian has afforded us the opportunity to leverage their advanced technology, comprehensive reporting, and exemplary client service. This allows us to better streamline our administrative processes, and focus on delivering exceptional financial advice and counsel, all in the interests of helping our clients properly coordinate all of their financial affairs, and ultimately foster long-lasting client partnerships built on trust and transparency.
A fun and prominent group of Sacramento-area financial advisors, professional fiduciaries, CPAs, EAs, mortgage brokers, wealth managers, bankers, and attorneys gathered for Towerpoint Wealth’s 1st annual TPW Spring Social Mixer.
The event, held at Revolution Winery + Kitchen, provided an opportunity for business networking, and engaged a spirit of cooperation and collaboration among attendees, who discussed, yes, banking, real estate, and financial services, but also hobbies, families, and of course, the pleasures of wine.
Recently the Towerpoint Wealth team headed to Folsom for our quarterly teambuilding day.
We had the pleasure of learning CPR as well as the importance of knowing how to provide first aid in case of an emergency. Our half-day of training was provided by the Rescue Training Institute, and it was awesome!
We all left feeling much better prepared, and with a sense of security knowing we can now help and render first aid. Watch this short video recap of our day!
Californians impacted by this year’s winter storms are now eligible to claim a deduction for a disaster loss and will have more time to file their taxes. Resources include:
Call us (916-405-9140) or message us to discuss your circumstances and for further guidance.
Our new Associate Wealth Advisor, Megan Miller, EA, has not wasted any time diving into coordinating the myriad of professional responsibilities that goes with the territory, most recently attending First Trust’s Economic and Market Update presentation. Hosted by Andrew Opdyke , CFA, Senior Economist, Robert Carey, CFA, Chief Market Strategist, and Bob DeRochie, Senior Vice President and Fixed-Income Specialist, the presentation covered such issues as:
We are glad (but by no means surprised) to see Megan quickly assimilating into the TPW culture and into her role as Associate Wealth Advisor, and we look forward to introducing her to the TPW family of clients this year!
Our wonderful Client Service Specialist, Michelle Venezia, took time out of her schedule on Monday morning to do an on-site document notarization for two very good Towerpoint Wealth clients, Jeff and Karen Wedge.
After business with Jeff and Karen was complete, Michelle was the fortunate beneficiary of a tour of their magnificent “wine cellar.” The Wedges did a great job retrofitting an old storage shed into a warm, beautiful, and inviting place to smell, sip, taste, and chat, and we think that the next notarization should be on a Friday afternoon instead of a Monday morning so you all can imbibe a little afterwards!
After two years of having to host the conference virtually, the 2022 Schwab IMPACT conference, aka the “World Series of Investment Conferences,“ is in full effect in Denver, CO!
Among the more than 5,000 invite-only attendees are our Director of Research and Analytics, Nathan Billigmeier, our Director of Tax and Financial Planning, Steve Pitchford, and our Partner, Wealth Advisor, Jonathan LaTurner (pictured above with Ric Edelman, founder of the Digital Assets Council of Financial Professionals and author of The Truth About Crypto).
From live keynote presentations from some of the biggest names in business, finance, wealth management, and politics, to intimate and interactive breakout sessions throughout the three-day event, the conference is truly a one-of-a-kind and fully-immersive experience. Here are three examples of the curriculum and topics that Nathan, Steve, and Jon have access to:
Delve into today’s most important housing market trends and learn how to best advise clients who are investing in real estate.
Are you on top of current housing market trends that might affect your clients’ portfolios and their investing goals? Douglas Duncan will provide an overview of what’s happening in this market and share insights into topics such as current supply and demand, the future of mortgage interest rates, and upcoming regulations that may have an impact on consumers interested in purchasing real estate. Discover:
–How to provide insights to clients asking about the right time to purchase real estate
–Whether it’s appropriate to recommend that clients borrow money based on future interest rates
– How to advise clients on the most effective way to leverage credit for real estate transactions
Gain insight from a renowned thinker about where global markets are headed and how you can discover opportunities and generate income.
Amid a shifting global economic landscape, just about anything—from a disappointing earnings report to the opaque comments of a central banker—can send tremors through the market, presenting a major challenge for investors seeking to maintain stable portfolios. In a moderated discussion, Jeffrey Gundlach will share his unconventional ideas about the state of global markets and central bank policy in a session and Q&A that will offer:
– New ideas for investing in today’s market environment and opportunities to generate income
– A deeper understanding about which sectors to avoid
– A prediction about where interest rates may be headed this year
Unproductive meetings, endless emails, and reports-for-the-sake of reporting aren’t part of the definition of meaningful work – they’re the result of complexity. FutureThink CEO and Ted Talk veteran Lisa Bodell shows you how to foster a workplace where there’s time and space to innovate, allowing you to become your own chief simplification officer. She’ll share the techniques the nimblest companies use to save time, eradicate rules, and boost productivity on the work that matters. By eliminating complexity, you’ll increase customer trust, boost staff retention, and innovate more quickly.
The full IMPACT session catalog delineates just how robust, comprehensive, and in-depth IMPACT is, and we look forward to having Nathan, Steve, and Jon bring back a myriad of new ideas to help us better serve and counsel our clients, and to help Towerpoint Wealth operate in a more intelligent and streamlined fashion.
