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.
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.
Joseph Eschleman, CIMA®
President
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
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.
Location
- 500 Capitol Mall, Suite 2060, Sacramento, CA 95814
