Our President, Joseph Eschleman, recently penned a white paper for Towerpoint Wealth that discussed 14 different strategies to consider during the coronavirus crisis. Joseph was cited as an expert by MutualFunds.com for his work and content on the subject, who published his commentary on their website on June 11.
Our Director of Tax and Financial Planning, Steve Pitchford, recently penned a white paper for Towerpoint Wealth that focuses on strategies to manage the risk and income tax consequences of owing a concentrated stock position. Steve was cited as an expert by MutualFunds.com for his work and content on the subject, publishing his commentary on their website on June 11.
The ability to freely and creatively communicate with clients has proven to be critical during the COVID-19 crisis. And it is this freedom that served as one of the primary drivers of the decision to establish Towerpoint Wealth as a fully independent wealth management firm back in 2017. Click below to listen to Louis Diamond, of Diamond Consultants, interview our president, Joe Eschleman, as they discuss how leaving Wells Fargo, with the help of Dynasty Financial Partners and Charles Schwab, and establishing Towerpoint Wealth allowed him to freely and creatively engage with clients and prospects, offer a much broader suite of services and products, and act as a true legal fiduciary to each TPW client.
Tony has been asking top advisors from leading wealth management firms their opinions on the dual management of the coronavirus and market meltdown crises, as AdvisorHub has been documenting how leading wealth advisors are managing one of the most unique challenges we have faced as a financial community.
Click HERE to read the full article.
Six Advisors’ Highs and Lows of Working From Home
With the spread of coronavirus continuing to keep many Americans away from the office, we spoke to six advisors to find out what they like, and dislike, about working from home.
I don’t miss the decaffeinated coffee our director of operations brews.
Being a six-person boutique wealth management firm, we all get along really well together, and I miss the camaraderie that our Towerpoint Wealth family shares on a daily basis, as well as general office tomfoolery! We are serious when we need to be, but just like any family, have built a culture based in part on each of us being very good at giving each other a hard time, and it stinks not having the daily opportunity to rib someone for an honest, funny mistake that they’ve made!
Click HERE for CityWire RIA Magazine Article
Sacramento, CA- Based Wealth Management Firm, Towerpoint Wealth, Adds James Keefe as Director of Client Experience
SACRAMENTO, CA ——Towerpoint Wealth is pleased to announce that the firm has added James Keefe as Director of Client Experience, a new position. Mr. Keefe joins the firm from Genovese Burford & Brothers where he was a Wealth Advisor. He will report to Joseph Eschleman, President of Towerpoint Wealth.
Based in Sacramento, CA, Towerpoint Wealth was launched in July 2017 by financial advisor Joseph Eschleman. Towerpoint Wealth is a member of the Dynasty Network of Advisory firms.
Prior to Polaris Greystone, Mr. Keefe worked for Balanced Rock Investment Advisors. He earned his B.A. in American Studies from Providence College.
In his new role as Director of Client Experience, Mr. Keefe will manage and coordinate all firm social media, digital marketing, advertising, corporate sponsorships and charitable events.
Towerpoint Wealth is an independent financial advisory firm with a client focus on retirees, business owners, corporate executives, technology industry professionals, and individuals who have recently experienced a significant life event, such as the death of a spouse, a divorce, or a job or career change.
For more information, please visit www.towerpointwealth.com.
Our President, Joseph F. Eschleman, CIMA® was featured in the September 30, 2019 issue of RIA Magazine, a very popular and widely-read wealth management industry periodical. Joseph spoke about Towerpoint Wealth’s investment and wealth management philosophy, and the firm’s Capital Appreciation With Income model portfolio was profiled as a central part of the My Model Portfolio article.
As an aside, we found it odd at how similar Joseph looks to our Director of Research and Analytics, Nathan Billigmeier, in the profile photo at the top of the article… 😉
Click HERE to read the full article.
Our President, Joseph F. Eschleman, CIMA®, was featured in this month’s Here’s How You Win Hundreds of Prospective Tech Millionaires From the Wall Street Firms article in Financial Advisor IQ magazine. Along with Towerpoint Wealth, Joseph was featured for his perspectives on and strategies being used to partner with and win successful technology employees as new clients.
Our Director of Client Services, Lori Heppner, was featured in this month’s the “Most Outrageous Client Requests” article in Financial Planning magazine. She was published for her “interesting” story about helping a client navigate the online dating world, specifically with constructing his online dating profile. Always above-and-beyond, Lori!
Click HERE to read the article.