During a rare casual Friday, the TPW family took an opportunity to indulge their sweet tooth, enjoying a smorgasbord of decadent Ginger Elizabeth chocolate confections! Chocolate chip cookies, Ginger’s classic square bonbons, chocolate fudge brownies, a few vanilla mint bouchées, a Gianduja, a chocolate Pot de Crème, an Opera Cake, truffle cookies, and two French chocolate mendiants.
Ginger Elizabeth is truly a gem of Midtown Sacramento, the cultural hub of Sacramento, and is beloved for their precisely made and delicious desserts.
We were fortunate to have 45 clients, colleagues, and friends join us for the Wealth + Health: The Ultimate Wellness Prescription event we hosted at The Vintage Monkey in Sacramento. We are proud to have brought together such an amazing group of people to not only socialize and mingle, but also to listen to and synthesize the important message that Dr. Bill Lloyd delivered during his presentation. Marrying the inseparable lifelong connection between financial and physical wellness, Dr. Lloyd discussed the key concepts of 1.) awareness, 2.)connection, 3.) resources, 4.) preparation, and 5.) trust, and their pertinence when navigating a more effective and comprehensive approach to growing older.
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Client education (and fraternization) will always be a central philosophy of the Towerpoint Wealth experience, as we relish opportunities to assemble fun and educational events that help to both enrich and educate our clients and friends on a myriad of different themes, subjects, and current issues.
Our President, Joseph Eschleman, attended a full-day workshop today held at the Hyatt Regency in Newport Beach, CA, and learned ways to best communicate and articulate the value Towerpoint Wealth brings to our clients and preferred network partners. Charles Schwab’s Managing Director of Business Consulting, Jerry Cobb, led the workshop, and sitting alongside Joseph was Tom Glamuzina, Towerpoint Wealth’s relationship manager and Senior Vice President at Dynasty Financial Partners, and Meghan Holmes, Towerpoint Wealth’s Strategic Relationship Manager at Charles Schwab.
Towerpoint Wealth continues to advance along our growth trajectory as we work towards solidifying our position as the premier wealth management firm in the greater Sacramento Valley area. Workshops like Amplifying Your Value help us to refocus (and in some cases, fully reset) how we are differentiating ourselves, how we are adding value to our clients lives, and how we are enhancing our overall suite of wealth management services and our client service objectives.
The Towerpoint Wealth family enjoyed bonding together at our first annual TPW Retreat on Friday and Saturday morning. We had breakfast at Awful Annie’s in Auburn together. We hiked the Donner Summit Abandoned Railroad train tunnels together. We convened at Steve Pitchford, CPA, CFP®‘s cabin to discuss the current and future state of affairs at Towerpoint Wealth together. We enjoyed dinner at Cottonwood Restauranttogether, and breakfast together the next morning prepared by our own Jonathan LaTurner.
Operative word – together! It was truly a fun, productive, and memorable 24 hours, and we all look forward to the 2nd annual TPW Retreat ASAP!
Towerpoint Wealth hosted a one hour “Financial Forum” for four teenage extended family members of current TPW clients Rich and Robin Martin, “holding court” in a round-table discussion about money, wealth building, risk, spending, and financial independence. A myriad of different topics were discussed, including:
1. The distinction between “making money” and “building wealth“ 2. A 10,000′ overview of what stocks and mutual funds are, as well as the importance of dividends and investment income 3. Why paying yourself first is essential; why a “pay yourself” rate of 10% is the bare minimum, and a rate of 20% is ideal 4. How to develop a solid financial foundation as a teenager heading into college, and the financial pitfalls and considerations that college students face
It was both a spirited and educational meeting in Towerpoint Wealth’s “anti-conference” room, as we sincerely enjoy spreading the “financial gospel” about these important financial issues to today’s youth, future investors, and capitalists.
Understanding the adversity they are facing, it felt great to put a smile on these kids’ faces with some fresh vanilla, chocolate, and strawberry ice cream from the one and only Gunther’s Ice Cream!
The theme was ESG investing, more commonly known as socially responsible investing, or SRI. Manisha Singh, CFA, portfolio manager and ESG expert at AIG, did a brilliant job of presenting and breaking down this important but sometimes confusing topic, and our guests enjoyed both the subject matter, the art and the gallery, as well as the fantastic hors d’oeuvres from Randy Peters Catering and Events.
ESGinvesting has gone from a fad to a trend to a full-blown movement, and at Towerpoint, we look forward to continuing to take a leadership role in this area as interest and demand continue to grow.
Towerpoint Wealth welcomed our new Wealth Management Intern, Alex Poulos, to the family today. Alex comes to us from U.C. Davis, where he will be a senior this fall and looking to complete his BS in Managerial Economics (and minor in Statistical Data Science). He is also treasurer of his fraternity, Theta Chi, and enjoys weightlifting and sprint-cycling in his free time. Please give Alex a warm hello and help us welcome him to the Towerpoint Wealth family!
We take great pride at Towerpoint Wealth in serving our clients as a fully independent wealth management firm, but being independent does not mean being alone. The partnerships we continue to develop with financial industry leaders allows us to leverage the expertise of important external resources, as evidenced by our meeting yesterday at TPW’s downtown headquarters with Erik Feldman of Schwab Advisor Services, and Tom Glamuzina of Dynasty Financial Partners. Both Erik and Tom, along with Dynasty and Schwab, provide us direct support and counsel as we refine and improve our client service offering and internal systems and procedures, and we feel extremely fortunate to have them as part of the Towerpoint Wealth team.
The entire Towerpoint Wealth team took a full day away from their responsibilities at the office to roll up our sleeves and help the homeless community in Sacramento, volunteering to prepare and serve lunch at Sacramento Loaves and Fishes.
