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Towerpoint Teams Up With Dynasty as Independent RIA

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

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Joseph Eschleman has launched Sacramento, California-based Towerpoint Wealth

July 26, 2017,

Joseph Eschleman has launched Sacramento, California-based Towerpoint Wealth with Lori McKinney and Nathan Billigmeier, all of whom are joining from Wells Fargo Advisors. 

A team of advisors who previously managed $250 million in client assets at Wells Fargo have left the wirehouse to launch their own independent RIA with Dynasty Financial Partners.

The team is led by Joseph Eschleman, an 18-year veteran at Wells Fargo, who most recently worked as a managing director and investment officer at the brokerage. Joining Eschleman at his new firm Towerpoint Wealth are director of client services Lori McKinney and director of research and analytics Nathan Billigmeier, who also departed from Wells Fargo Advisors. The Sacramento, California-based firm will focus on pre-retirees, retirees, business owners, corporate executives, industry professionals and individuals who have recently experienced a significant life event, such as the death of a spouse, a divorce, or career change.
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