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Compliance software upgrade at Towerpoint Wealth

A BIG thank you to our Client Service SpecialistRaquel 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.

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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!

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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.

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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.
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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!

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Towerpoint Wealth Mulvaney’s Client Appreciation Event

We had an absolute blast hosting 21 of our close clients and friends at the Towerpoint Wealth client appreciation / cooking demonstration last night! A big thank you to the staff of Mulvaney’s Building and Loan, and head honcho Patrick Mulvaney for helping to make the evening a very unique and special one for all of our guests! 

Click HERE to see all of the photos from the event on our Facebook page.

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TPW at Sierra Sacramento Valley Medical Society “Joy of Medicine” Summit

A big thank you to Sierra Sacramento Valley Medical Society (SSVMS) and Lindsay Coate, for partnering with Towerpoint Wealth at the second annual SSVMS “Joy of Medicine” Summit at the Arden Hills Club and Spa on Saturday, September 22nd.

Click HERE to see additional photos on our Facebook page.