TPW This Just in

Perseverance is the name of the game for Michelle Venezia, TPW’s Client Service Specialist —in all ways! Getting stronger every day, she recently achieved milestone ride #500 on her Peloton bike. Woo hoo, keep up the good work Michelle!

Our President, Joseph Eschleman, connected for a glass of wine with Catherine Tindall, CPA, to collaborate about tax minimization, portfolio and wealth management, the current state of the US economy, and the joys (and pains!) of running a small boutique advisory business. Her firm, Dominion Enterprise Services, is a specialty CPA firm that helps their clients maximize their COVID-19, business, and real estate tax credits. 

They agreed that sipping a crisp Chardonnay while sitting and talking inside at Revolution Wine on a 98 degree day was just what the doctor ordered! 

Catherine Tindall – Everything You Need To Know About Covid Tax Credits

“Tax Credits Available For Business Owners” with Catherine Tindall & Skyler Kressin of Dominion

No time was wasted in introducing our new Marketing Specialist, Luis Barrera, to the rest of the Towerpoint Wealth marketing team (from left, Joseph Eschleman, Niki Dawson of TaylorMade Web Creations, Robin Martin of Two Songbirds Press, and Luis), and no better place to do so than at New Glory Brewing Eatery and Taproom in Granite Bay!

Luis, Joseph, Niki, and Robin spent more than an hour collaborating about TPW’s current efforts and new opportunities to connect with and help both current and new clients, and we look forward to leveraging Luis’ experience and skills in continuing to enhance the overall value and comprehensive wealth management service offering we provide to our clients.

Our President, Joseph Eschleman, spent an intensive three days last week at the Massachusetts Institute of Technology, learning (and practicing) how to be a better leader and CEO as an invitee and participant in Dynasty Financial Partners’ Advisor-to-CEO program. 

Joe dove into a spectacular curriculum of experiential executive coursework on a variety of topics, including D&I, leadership, entrepreneurship, and strategic design thinking, as well as:

✅ Collective ambition

✅ Leadership and culture

✅ The longevity economy

✅ Adaptability quotient (AQ)

✅ Client experience and innovation

Our firm and, ultimately and most importantly our TPW clients will undoubtedly benefit from Joe’s growth as the President of Towerpoint Wealth, as we are already in process of beginning to integrate and apply a number of ideas and philosophies that Joe brought back from Boston!

Click here to see MIT Event Agenda

Click here to view see a video of the Visual White Board seen in picture below.

It felt like a Billigmeier family reunion at Towerpoint Wealth, as Marc and Glenda, two good TPW clients, flanked Nathan, our Director of Research and Analytics, before their comprehensive financial, investment, and retirement review meeting today. Now that’s a happy family right there!

Earlier this week, our Director of Tax and Financial Planning, Steve Pitchford, got to spend some “extra time” with his sister, Michelle, here at TPW’s headquarters. BOTH of them are darn photogenic, aren’t they??!!

The entire TPW family was proudly rocking their new company-branded winter vests today at the office. Everyone is excited at how both warm and chic their new gear is, and a big thanks to FnD Embroidery for helping with the finishing touches!

At Towerpoint Wealth, we fully recognize that our clients are our lifeblood, and very little makes us happier than to have the privilege of working side-by-side with great, hard-working people who are living happily in retirement with complete economic peace-of-mind!

Our President, Joseph Eschleman, and long-time client Bob Sanford have been through many ups and downs in working with each other for many years, and we are tickled that all of the financial and retirement planning and coordination we have done together has landed you where you are today! Glad your lunch at Samuel Horne’s Tavern was enjoyable, and Bob, cheers to you – looking good! 

Earlier this week, our Joseph Eschleman, earned his Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals.

The Certificate in Blockchain and Digital Assets course is the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets, better equipping them to provide investors the expertise and advice they need about this new and transformational asset class.

Click HERE to see what Joe learned.

When the cat’s away, the mice 🐁 will play…

The happy TPW family, minus President Joseph Eschleman, enjoyed a pre-Thanksgiving lunch (and #oysters) last week at Camden Spit & Larder in downtown Sacramento!