In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Towerpoint Wealth provides expert financial guidance to clients nationwide, helping them build and secure their financial future.
States with active clients trusting our counsel and planning
Average years of experience for all TPW team members
Client partnerships built on trust, care, and coordination
At Towerpoint Wealth, we go beyond traditional financial advising and wealth management, we are your dedicated partners in building, protecting, and managing your wealth. As a fiduciary firm, we are legally and ethically committed to acting in your best interest, 100% of the time, providing coordinated, transparent, and highly personalized financial strategies tailored to your unique personal and financial goals. With deep expertise in wealth management, investment planning, retirement income, tax minimization, estate planning, and legacy preservation, we seek to instill in you a foundational, longer-term confidence, knowing that all of your financial affairs are properly coordinated.
We provide personalized financial strategies to help you grow, manage, and protect your wealth. From investment management and retirement planning to tax-efficient strategies and legacy planning, our expert team is dedicated to guiding you toward lasting financial success.
Learn to build a strong financial portfolio and reduce expenses with Towerpoint Wealth.
Towerpoint Wealth partners with experts in real estate, tax, money and estate planning.
Towerpoint Wealth helps optimize RSUs and stock options, reducing tax impacts.
We work with our clients to create a personalized retirement plan.
Align your portfolio and financial strategy with your values through ESG investing and charitable giving.
To take care of your family now and after you are gone, you may need a financial advisor and estate planning.
We believe financial planning should feel empowering—not overwhelming.
Our approach is designed to give you clarity and confidence, with advice that’s
always in your best interest.
• Transparent and educational
• Personalized to your specific life and goals
• Rooted in fiduciary responsibility—your best interests always come first
• Delivered by a boutique, relationship-first advisory team
Whether you’re preparing for retirement, managing concentrated equity, or just
seeking clarity, we’re here to help.
When it comes to managing your wealth, navigating complex life transitions, and preparing for long-term success, you deserve more than a one-size-fits-all solution. At Towerpoint Wealth, we deliver financial planning services built around your unique goals, your lifestyle, and your vision for the future. Whether you’re a business owner considering succession, a professional evaluating stock compensation, or a retiree ready to optimize your income, our El Dorado Hills team of financial planners is here to provide trusted, fiduciary-level advice you can count on.
As a proudly independent firm, we serve clients throughout the El Dorado Hills area. Our clients value personal relationships, data-driven strategies, and expert guidance from advisors who prioritize your best interests, not product sales or commissions. Towerpoint Wealth is here for all of your financial planning needs.
At Towerpoint Wealth, we believe that true financial planning begins with trust, and trust is built through objectivity, transparency, and long-term commitment. As a fully independent firm, we operate under a fiduciary duty, which means we are legally and ethically obligated to act in your best interests at all times. Unlike brokers or product-driven firms, we are not incentivized by commissions, sales quotas, or proprietary products. Our focus is on understanding your entire financial life and delivering personalized strategies that support your values, your family, and your future financial results.
Our El Dorado Hills clients turn to us for clarity, accountability, and expert guidance during life’s most important transitions. Whether you’re planning for retirement, managing complex assets, evaluating investment opportunities, or navigating a business exit, we offer integrated financial planning services grounded in deep experience and unbiased advice. As fiduciary financial planners, we provide a level of dedication and care that stands apart in an industry crowded with sales-driven advisors. When you choose Towerpoint Wealth, you’re choosing a partner focused solely on helping you achieve future performance, security, and peace of mind.
Whether you’re a professional athlete managing a growing portfolio, a dual-income household planning for early retirement, or a business owner preparing for a liquidity event, our advisors are here to help. We take pride in delivering holistic financial planning that adapts to your life, not the other way around.
Our El Dorado Hills investment professionals don’t just look at your portfolio; they examine your entire picture, including cash flow, tax strategy, retirement goals, estate planning, and more. As fiduciaries, we are committed to providing guidance that serves your best interests, not the objectives of large brokerage firms or commission structures.
Every member of our financial planning team brings credentials, integrity, and dedication to your financial well-being. Work directly with a Certified Financial Planner™ (CFP®) from the Financial Planning Association, who will help you define what success looks like, whether that means growing your net worth, planning for multigenerational wealth transfer, or achieving work-optional freedom.
Life is unpredictable, but your financial plan shouldn’t be. Our team offers expert guidance through every phase, including career changes, divorce, the sale of a business, inheritance, or caring for aging parents. In certain areas of El Dorado Hills, we’ve helped clients through pivotal moments that require more than generic advice.
Your goals come first. Always. At Towerpoint Wealth, we help El Dorado Hills clients clarify their financial goals and align their wealth strategy accordingly. Whether you’re retirement planning, creating a charitable giving plan, or structuring your estate, we believe in planning that starts with your life, not just your numbers.
Through a personalized initial consultation, we begin building a plan that matches your values, timeline, and desired future performance. Our financial planning concepts are grounded in evidence-based strategy, real-world experience, and a focus on what matters most to you.
Effective planning requires coordination across every aspect of your finances, not just investments. We work closely with your CPA, estate attorney, and other professionals to deliver a cohesive strategy that aligns with your tax situation, retirement timeline, and wealth transfer objectives.
We help clients in El Dorado Hills review and refine their strategies regularly, ensuring their plans evolve with them. Our firm doesn’t just provide advice, we partner with you for life.
If you’re searching for a “financial advisor near me” or trying to find financial advisors who put your interests first, Towerpoint Wealth is ready to help. We encourage consumers to ask the tough questions: Are you a fiduciary? How are you compensated? Do you provide comprehensive planning or just investment advice?
Our El Dorado Hills clients appreciate that we know the region, its financial landscape, and the nuances of life here. We’ve helped individuals and families at every stage plan and invest with purpose and confidence.
It all begins with a conversation. During your initial consultation, we learn about your current assets, obligations, and aspirations. We want to understand what motivates you, what challenges you face, and what the next phase of your financial life should look like.
We design a customized plan using leading financial planning concepts, backed by data and years of hands-on experience. You’ll receive a written analysis detailing key recommendations across tax, retirement, investments, insurance, and estate planning.
Our commitment doesn’t end once the plan is delivered. We walk with you through implementation and beyond, reviewing progress, recalibrating when life changes, and providing continuous expert guidance along the way.
We’ve helped executives, retirees, entrepreneurs, and families across El Dorado Hills build, protect, and transfer wealth. Our focus is on delivering advice and strategies that match your lifestyle and financial complexity, with real accountability and consistent service.
We offer flexible options to fit your lifestyle, whether that means visiting our El Dorado Hills office or meeting remotely. With secure online access and proactive communication, your plan is never more than a click or a phone call away.
If you’ve been looking for “financial planning near me” or seeking a better way to manage your investments, finances, and life goals, our El Dorado Hills team is ready to help. Let’s explore your vision, review your opportunities, and develop a plan that delivers clarity, structure, and peace of mind.
Schedule your appointment today!
From retirement strategy and investment management to tax coordination and estate planning, Towerpoint Wealth is your long-term partner for creating a smarter, stronger financial future. Explore our full range of services today—and take the first step toward planning with confidence.
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Hear from clients who have trusted Towerpoint Wealth to guide them toward financial independence. Their stories reflect the personalized strategies, expert guidance, and lasting relationships that set us apart.
“Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes... ”
At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.
While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.
At Towerpoint Wealth, our team of experienced professionals is committed to guiding you toward financial success. With a client-first approach, we combine expertise, integrity, and personalized care to provide comprehensive wealth management solutions tailored to your unique needs.
In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Which Approach Builds Long‑Term Wealth? In today’s unpredictable financial markets and stock market environments, investors.
Understanding Strategic Asset Allocation Strategic asset allocation refers to a long‑term investment strategy in which an investor.
Many investors dream of perfect timing — buying right before the market soars, and selling.
