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

WHY CHOOSE OUR SERVICES

The Towerpoint Wealth Advantage: Independence and Client-Centricity

At Towerpoint Wealth, our paramount goal is to deliver tailored financial solutions that align precisely with our clients' unique objectives. We are not restricted by the limitations of a single platform, enabling us to access a broad spectrum of financial instruments and strategies.

We have revitalized our service model to reaffirm our commitment to comprehensive wealth planning, ensuring that our clients receive personalized guidance that facilitates the realization of their personal and financial aspirations. We prioritize your financial well-being, fostering a relationship built on trust, transparency, and unwavering dedication to your success.

  • Trusted by thousands
  • Weekly generate reports
  • Certificate awarded
  • Secure payment process
OUR TEAM

Our Team & Investment Committee

At Towerpoint Wealth, we are a team of dedicated professionals committed to helping you build, manage, and preserve your wealth with confidence.

Jonathan W. LaTurner

Partner, Wealth Advisor

Nathan P. Billigmeier

Director of Research and Analytics

Steve Pitchford, CPA, CFP®

Director Of Tax & Financial Planning

Megan M. Miller, EA

Associate Wealth Advisor

Lori A. Heppner

Director of Operations

Michelle Venezia

Client Service Specialist

Luis Barrera

Marketing Specialist

Isabelle Orozco

Office Coordinator
OUR SERVICES

Best Insurance Services
for Our Clients

Family Insurance

Protect your loved ones' future with comprehensive life and health coverage.

Vehicle Insurance

Drive with confidence knowing you're covered for accidents and damages.

Cargo Insurance

Secure your shipments against loss or damage during transit.

Travel Insurance

Enjoy worry-free trips with coverage for unexpected events.

Contact Towerpoint Wealth

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.

Sacramento

  • 500 Capitol Mall, Suite 2060, Sacramento, CA 95814

Contact Us Form

Contact Form Homepage

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