Anne Stauffer, TPW’s Schwab Advisor Services relationship manager
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The Peace of Mind of Being a Towerpoint Wealth Client – Our Partnership with Charles Schwab 08.07.2023

Our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, enjoyed connecting with Anne Stauffer, TPW’s Schwab Advisor Services relationship manager, for an enjoyable lunch yesterday to discuss our strategic custodial partnership with Charles Schwab.

Selecting and partnering with the right custodian is of paramount importance for a fully-independent Registered Investment Advisor (RIA) firm like Towerpoint Wealth. Serving as the backbone of TPW’s operations, and providing crucial support in managing and safeguarding our client’s assets, Charles Schwab has been an integral ally for us and all of our clients since we launched our firm more than six years ago.

Seeking to ensure that our clients continue to receive efficient trade execution, accurate record-keeping, and secure custody of their cash, securities, and other assets, it is essential that we are in continual communication with Schwab about a myriad of wealth management and client custody issues. And beyond the aforementioned operational aspects, Schwab also aligns very well with our firm values and objectives, and helps to enhance our credibility and reputation in the eyes of regulators like the SEC. Selecting Charles Schwab as our custodian has afforded us the opportunity to leverage their advanced technology, comprehensive reporting, and exemplary client service. This allows us to better streamline our administrative processes, and focus on delivering exceptional financial advice and counsel, all in the interests of helping our clients properly coordinate all of their financial affairs, and ultimately foster long-lasting client partnerships built on trust and transparency.