TPW News & Media

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 Eschleman 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… 😉

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.

We were very pleased to see our Joseph Eschleman, Joseph Eschleman, have his article about year-end charitable giving published in the Sacramento Business Journal last month.

Towerpoint Wealth, part of the Dynasty Financial Partners’ network of advisory firms, says Jonathan LaTurner has moved to it from Wells Fargo Advisors in Sacramento, where he has managed about $50 million in client assets for the past six years.

Prior to Wells Fargo, LaTurner worked for First Citizens Bank. He focuses his work on professional private fiduciaries including conservatorships, special needs trusts, estate administration, guardianships, court blocked accounts and tribal trusts.

“I specialize in helping families or individuals with complex needs that require special attention and expertise,” the advisor said in a statement. “From helping investors who are incapacitated and don’t have family nearby, to working with their third party trustee to manage their affairs, assisting a family that might include a special needs child, or executing a complicated family trust.”

“At Towerpoint, we see significant potential to expand our business in rapidly growing Sacramento. There is a real opportunity in this region for a truly independent investment advisory firm to serve entrepreneurs, corporate executives and high net worth families,” according to Joseph Eschleman, who launched the practice about a year ago.

Sacramento, CA- Based Financial Advisory Firm, Towerpoint Wealth, Expands with the Addition of Advisor Jonathan LaTurner

Mr. LaTurner Provides a Specialty Focus on Professional Private Fiduciaries

NEW YORK, NY —September 5, 2018—Towerpoint Wealth is pleased to announce that the firm has expanded with the addition of financial advisor Jonathan LaTurner.   Mr. LaTurner joins the firm from Wells Fargo Advisors in Sacramento where he worked as a financial advisor since 2012.   He managed approximately $50 million in client assets.

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 Wells Fargo, Mr. LaTurner worked for First Citizens Bank.  He earned his B.S. in Business Administration with a concentration in Finance from California State University at Sacramento and his MBA from Drexel University’s LeBow College of Business.

Mr. LaTurner has a focus on professional private fiduciaries including conservatorships, special needs trusts, estate administration, guardianships, court blocked accounts and tribal trusts.

“As an independent advisor at Towerpoint Wealth, I will be able to provide more extensive services to this important client base of Professional Fiduciaries.  I specialize in helping families or individuals with complex needs that require special attention and expertise.  From helping investors who are incapacitated and don’t have  family nearby, to working with their third party trustee to manage their affairs, assisting a family that might include a special needs child, or executing a  complicated family trust.,” said Mr. LaTurner. 

Towerpoint Wealth is an independent financial advisory firm with a client focus on pre-retirees, retirees, business owners, corporate executives, industry professionals (technology in particular), 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.

“We are delighted to welcome Jonathan to Towerpoint Wealth.  He brings extensive experience in the growing area of private professional fiduciaries,” said Mr. Eschleman.  “At Towerpoint, we see significant potential to expand our business in rapidly-growing Sacramento.  There is a real opportunity in this region for a truly independent investment advisory firm to serve entrepreneurs, corporate executives and high net worth families.” 

For more information, please visit www.towerpointwealth.com.

About Dynasty Financial Partners 

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform, supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.

Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Youtube: http://bit.ly/1MKXhC8

Towerpoint Wealth’s President, Joseph Eschleman, prepared to head to the airwaves on Friday, as he began recordings for the “The Towerpoint Wealth Minute,” 60 second radio updates highlighting various financial and economic hot button issues and current market events. Joseph worked with Steve Garland, Senior Integrated Marketing Consultant, to ensure that the message, as well as his cadence, pitch, tone, and pace, were on point. Be sure to tune in to ESPN 1320, listen click here for The Towerpoint Wealth Minute!

Financial Planner’s Advice: Towerpoint Wealth’s president, Joseph Eschleman, was the featured guest yesterday in reporter Ali Wolf’s Fox40 story about how to survive the recent stock market volatility. Eschleman and Wolf discussed possible root causes of the major pullback, as well as specific ideas that investors can use to help insulate themselves from downturns.

Watch the video here:

July 26, 2017,

Towerpoint Teams Up With Dynasty as Independent RIA

Though California’s Bay Area is riddled with RIAs, Sacramento, the state’s “rapidlygrowing” capital, is not. Towerpoint Wealth’s recent inception may help fill this gap with its three experienced employees—Joseph Eschleman, President, Lori McKinney, Director of Client Services, and Nathan Billigmeier, Director of Research and Analytics. McKinney and Billigmeier are joining from Wells Fargo Advisors. The team previously managed a combined $250 million in client assets and will bring their established clients into their new venture. They will be joining the Dynasty Network of Advisory firms. “Towerpoint Wealth has a tremendous opportunity in this market, with strong experience in working with wealthy entrepreneurs, executives and their families in developing long-range financial-planning strategies,” said Shirl Penney, Dynasty’s CEO. Read article