TPW This Just in

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!

In addition to the venue (Music City!), the lineup of talent and the level of content was truly amazing at this year’s Dynasty Financial Partners Investments Forum. Our President, Joseph Eschleman, Partner, Wealth Advisor, Jonathan LaTurner, and Director of Research and Analytics, Nathan Billigmeier, all spent an enriching and enjoyable three days “sharpening their professional saws” at the conference.

The highlights included:

• Managing Diverse Portfolios for Diverse Investors: A responsible investing/ESG “deep dive” with Amanda Baker Kahn from Ethic Investments, along with Michelle Gadsden-Williams from Blackrock and Yasmin Landy from Fidelity
• A Fireside Keynote – with the 43^rd Governor of Florida, Jeb Bush
• Born to Lead – a CEO Breakfast with NBA Champion Avery Johnson
• Entrepreneurs Building Transformative Companies – with Steve Case, America Online co-founder, and Chairman and CEO of the D.C.-based venture capital firm Revolution
• Uncovering Investment Opportunities Around the Globe – with the legendary Howard Marks, co-Chairman of Oaktree Capital
• Macro Economics Virtual Fireside Chat – with Liz Ann Sonders, Charles Schwab’s Chief Investment Strategist
• Keynote with Daymond John – the entrepreneurial and life journey of FUBU’s founder and Shark Tank’s one and only!
• A Conversation Like Any Other – with Jim Nantz, legendary CBS Sports commentator

Click below to see the full agenda of speakers, activities, and content that, in addition to some Music City fun during the evenings, kept Joseph, Jonathan, and Nathan moving for three days!!

Most of the Towerpoint Wealth team spent some time this morning prepping new backpacks full of #backtoschool supplies we purchased for low income and homeless students in the greater-Sacramento area.

Cheers and 👍 to Jesuit High School here in Sacramento for coordinating this program, as it is enjoyable to do little things like this to give back and help the community. ❤️

Part of the Towerpoint Wealth culture is to regularly volunteer as a work family and find opportunities to give back to our community.

Yesterday, in conjunction with the Cathedral of the Blessed Sacramento  and with the help of Marilynn Fairgood, the Brown Bag Lunch program coordinator, we had an opportunity to assemble, and then distribute, sack lunches and other supplies to assist Sacramento’s homeless community. Unquestionably this was a fulfilling experience for everyone involved, as the sincere gratitude and appreciation we received was priceless.

KHOU-11– additional information on the Brown Bag Lunch program, and how to help and volunteer.

“Coming together is a beginning. Keeping together is progress. Working together is success.” -Henry Ford

We feel sincerely fortunate and grateful for the partnership our firm has with First Citizens Bank here in Sacramento (and Roseville and Folsom), as the talent, knowledge, products, and services that FCB offers helps us more deeply help our clients manage their ENTIRE personal balance sheet, in the interests of removing the hassle of properly coordinating all of their financial affairs.

A big thank you to Ty Gibney for inviting us to participate in FCBs financial educational workshop yesterday, and to our Partner, Sacramento Wealth Advisor, Jonathan LaTurner, for hosting everyone at The Sutter Club! It was a thoughtful and well-assembled event, and in the interests of maintaining and growing the comprehensiveness of the service offering our wealth management clients require, we look forward to maintaining and deepening our partnership with FCB for many years to follow. 🙏