Our President, Joseph F. Eschleman, CIMA®, was recently profiled in Financial Advisor IQ’s February 25 article discussing what clients need to know about Russia’s invasion of Ukraine, the impact these developments may have on investments, and how clients can respond.
Click here to read what he had to say!
How to Optimize Selecting Your Wealth or Financial Advisor? How a Financial Advisor Helps You Protect and Grow Net Worth | Download white paper.
Our President, Joseph Eschleman, was the featured guest on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast earlier this month.
Heart 2 Biz is a weekly podcast focused on local Sacramento professionals and entrepreneurs who “pour their hearts into their businesses.” Focused on finding out not only how people are building and running their businesses, but how they are doing so with integrity and heart.
Click below to watch the 26 minute podcast and to discuss his crazy journey – not only how the permanent Pennsylvania-to-California cross-country adventure he took in 1999 helped to shape his heart and shape him as a person, but also how his evolution from employee to business owner and entrepreneur has shaped his character and overall outlook on life. It’s a great (and crazy!) story with plenty of interesting twists and turns, confirming what virtually every Towerpoint Wealth client already knows to be true – that the energy Joseph pours into his client partnerships and into Towerpoint Wealth has a foundation based on both integrity and on heart!
How do you choose a wealth management firm from the wide field of wealth management companies and independent wealth advisors? Is integrity important to you?
Is keeping your business Sacramento local important to you? Watch this podcast interview with independent financial planner and Sacramento small business owner Towerpoint Wealth President Joseph Eschleman, CIMA® as he appeared on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast on 09.23.2021.
Heart 2 Biz is a weekly podcast focused on local Sacramento professionals and entrepreneurs who “pour their hearts into their businesses.” Their interviews with small business owners are focused on finding out not only how people are building and running their businesses, but how they are doing so with integrity and heart.
You can find other episodes of the Heart2Biz podcast interviewing Sacramento professionals on YouTube, at Heart 2 Biz Chan https://www.youtube.com/channel/UCO-ntPwS-W-eeupz6UDHAEg
If you like what you see here, learn more about Joseph and his team at his website Leave a comment below, and make sure to subscribe to the Towerpoint Wealth channel and click the bell to see our timely videos about taxes, the market, and more personal finance concerns.
🕐 0:01 – Interview with small business owner
🕐 1:40 – Who is Joseph Eschleman, CIMA/Towerpoint Wealth | Independent wealth advisors
🕐 3:12 – What is a fiduciary?
🕐 3:39 – What is an RIA?
🕐 3:40 – What is the advantage of working with independent wealth advisors?
🕐 3:55 – Is an employee of Wells Fargo wealth investment management (and other major Wall Street firms) legally required to act 100% in their clients’ best interests?
🕐 5:00 – How is Joseph’s life as a Sacramento professional different now that he is an entrepreneur no longer working for Wall Street wealth management companies?
🕐 5:58 – What does Laurel Sagen love about being a small business owner?
🕐 9:27 – How does a leader take their values and mission and transfer that to the people who work with them?
🕐 10:20 – What tools can an entrepreneur use to improve client communications?
🕐 12:35 – Why is Outlook’s “delayed delivery” Joseph’s secret weapon for assuring tasks get done?
🕐 14:00 – How is Towerpoint Wealth different from other financial and wealth management firms?
🕐 14:45 – What does Towerpoint Wealth do for their clients?
🕐 14:58 – What’s the sexy part of being a financial advisor?
🕐 15:30 – Is coordinating estate planning, taxes, long term healthcare, and banking part of wealth management?
🕐 16:00 What is TPW’s “Golden Rolodex”?
🕐 17:15 – How important is communication?
🕐 17:45 – Is good financial and portfolio management more of an art or a science?
🕐 22:00 – How does Joseph, a Sacramento business owner, balance his work and home life?
Independent wealth advisors have advantages over other wealth management companies. Financial advisors who work for Wall Street wealth management firms have less freedom to utilize preferred tools available to an independent financial planner. Don’t you want your wealth investment management handled by a financial advisor who is legally obligated to act 100% in your best interests?
Our President, Joseph F. Eschleman, CIMA®, was interviewed by Candice Georgiadis, a contributing writer to Authority Magazine, as part of her series about leadership lessons of accomplished business leaders. Joseph’s story and message does an excellent job of summarizing not only how passionate and driven he is as President and founder of Towerpoint Wealth, but also the grit, tenacity, and hard work it takes to build and grow an individual advisory practice, and to then pivot, and ultimately build and grow a $300 million boutique wealth management firm.
Click HERE to read the Joseph Eschleman / Towerpoint Wealth story!
Our President, Joseph F. Eschleman, CIMA®, was profiled in Financial Advisor IQ’s October issue, discussing how the proper use of social media helps independent wealth management firms, and individual advisors, to establish thought leadership, gain credibility, and engage with current and prospective new clients.
We’re biased, but it is a great article – click HERE to read what he had to say!
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, Joseph 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.
Towerpoint Wealth’s President, Joseph Eschleman, was featured in AdvisorHub on Tuesday in an article penned by AdvisorHub’s publisher and CEO, Tony Sirianni.
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.
Likes
I don’t miss the decaffeinated coffee our director of operations brews.
Dislikes
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.
