ESG Team Visits Towerpoint Wealth

Understanding the impact that environmental, social, and governance (ESG) investing continues to have, and the growth it continues to experience, we have cultivated both our expertise and our local market leadership in this hugely important field of investing and wealth management at Towerpoint Wealth.

Continuing our path as champions of ESG investing, our President, Joseph Eschleman, our Director of Tax and Financial Planning, Steve Pitchford, and our Partner, Wealth Advisor, Jonathan LaTurner all participated in a productive 45 minute meeting with two ESG experts – Bob Ellerback, Regional Director at Eaton Vance, and John Streur, CEO of Calvert Research and Management, a global leader in Responsible Investing. Shareholder advocacy, impact investing, and community investing were the three main areas of focus in our conversation.

At Towerpoint Wealth, we will continue to work to help our clients align their investments with their personal values through our ESG and Responsible Investing programs, affording them the ability to develop an investment portfolio that considers both financial return and positive change in environmental, social, and governance initiatives.