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Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Wealth Management Process
    • Financial Management Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
    • Wealth Management Services
    • ADV Form
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Client Login
    • Charles Schwab
    • Black Diamond
  • 500 Capitol Mall, Suite 2060 Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com
  • https://towerpointwealth.com/

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  • 500 Capitol Mall, Suite 2060
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  • (916) 405-9140
  • info@towerpointwealth.com

Towerpoint Wealth is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Towerpoint Wealth unless a client service agreement is in place. No portion of any content on this website is to be interpreted as a testimonial or endorsement of Towerpoint Wealth investment advisory services and it is not known whether any clients referenced herein approve of Towerpoint Wealth or its services; nor should it be assumed that any references to our clients are representative of all of our clients’ experiences.

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  • Fiduciary vs. Broker: Why Independent Wealth Management Firms Stand Apart
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    May 4, 2025