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Another Happy TPW Client! 01.31.2022

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! 

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President Joseph Eschleman Earns New Digital Assets Credential 1.7.2022

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

President, 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.

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2021 Dynasty Financial Partners Investments Forum in NASHVILLE 11.17.2021

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:

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!!

2021 Dynasty Financial Partners Investments Forum Schedule of Events

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TPW Participates in Jesuit HS Back to School Drive 07.26.2021

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. ❤️

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Towerpoint Wealth Gives to the Homeless 06.16.2021

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.

Towerpoint Wealth culture Cathedral of the Blessed Sacramento
Towerpoint Wealth culture Giving Back To Homeless Sacramento Financial Advisor
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Towerpoint Wealth Co-Sponsored Educational Event with First Citizens Bank 06.11.21

“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. 🙏

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What is Cryptocurrency? Why would you want to own it? 06.07.2021

Educational Webinar Event

Date of Event: June 23, 12:00 – 12:45 PM PST

Featured Speaker:  Christopher King, CEO and Founder, Eaglebrook Advisors

Bitcoin and Ethereum are two of the most popular of the more than 4,000 different cryptocurrencies in existence as of January 2021. “Crypto” has exploded in popularity over the past year, and has emerged not only a new asset class, but also as an alternative store of value – some call it “digital gold.” The United States government has dramatically increased the money supply since the beginning of the COVID-19 pandemic last March, which has led to a decrease in the value of the U.S. dollar, and stoking fears of inflation.

Click below to RSVP to this 30-minute educational webinar, in which Christopher King will discuss the question: “Bitcoin – what is it?” as well as how cryptocurrencies and digital currencies can play an important complementary role within a properly-diversified investment portfolio.

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ESG, Sustainable, and Responsible Investing – A Conversation 04.19.2021

ESG (Environmental, Social, and Governance), sustainable, and responsible investing have evolved from a peripheral and misunderstood investment concept to a mainstream philosophy that now includes more than 500 sustainability-focused index funds amounting to more than $250 billion of U.S. investment assets. As more and more retail investors begin to understand and recognize their ability to have their investments and portfolio mirror their personal values, ESG and sustainable investing is no longer a “trend,” and instead can now be classified as a full-blown movement.

ESG Investing | ESG, Sustainable, and Responsible Investing

At Towerpoint Wealth, we embrace our responsibility to continually refine and improve how we serve our clients, and have cultivated a comprehensive firmwide ESG and sustainable investing initiative that has expanded in lockstep with the expansion of sustainable and responsible investing. At the forefront of this initiative is our partnership with Ethic Investments, a technology-driven asset manager that powers the creation of sustainable investment portfolios, building ESG-customized separately managed accounts (SMAs) for Towerpoint Wealth clients that are optimized to 1.) track the market, 2.) align with our clients’ strategic investment allocations, and 3.) align with a specific set of sustainability and ESG criteria.

Click HERE to review Towerpoint Wealth’s sustainability pillars, and click below to watch a succinct 15 minute conversation between our President, Joseph Eschleman, and Ethic co-founder Jay Lipman, as they discuss:

  • What is ESG, sustainable, and responsible investing
  • Why demand for ESG, sustainable, and responsible investing has exploded over just the past 18 months
  • Why returns and growth no longer need to be sacrificed when utilizing and implementing an ESG and sustainable investment philosophy
  • Why utilizing a customized SMA is a much more effective way to develop and implement a inclusionary and exclusionary ESG-focused portfolio, as opposed to an ESG ETF or open-end mutual fund
  • How the pandemic and COVID-19 accelerated the growth and focus on ESG investing
  • What the future of ESG, sustainable, and responsible investing looks like 

Click HERE to request our free white paper on sustainable investing, or to begin a conversation with us about how to align your portfolio with your personal values.

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*In-Person* Happy Hour Professional Networking with First Citizens Bank! 04.14.2021

Professional networking actually happening in person!

💯 The reason why we feel at Towerpoint Wealth that First Citizens Bank is the *best* local bank in the greater-Sacramento area is because of their talent. 💯

Yesterday, our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, actually sat down *in person* with Ty Gibney and Daiana Vicsai at Wildwood Kitchen at The Pavillions to do some professional networking in collaborating and discussing ideas about how to better serve our respective clients.

Ty and Daiana truly are two of the best bankers in town, and we feel fortunate to not only be a client of FCB, but also to have them as a partner as we work to help our clients remove the hassle of properly coordinating all of their financial affairs.