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Sacramento, CA 95814
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Code of Professional Responsibility

All advisors at Towerpoint Wealth are required to join the Investments and Wealth Institute™. The Investments and Wealth Institute’s™ mission is to deliver premier investment consulting and wealth management credentials and world-class educational offerings – membership, conferences, research, and publications. The Institute also requires all members to adhere to their Code of Professional Responsibility. Adopted in 1985, the Code is meant to promote and maintain high standards of personal and professional conduct for all Institute members, serving to assure public confidence in the integrity and service offered by professional investment management consultants. Adherence to the Code is required of all CIMA® designation holders.

Code of Professional Responsibility