Understand sequence of return risk and why the first years of retirement matter most. Learn.
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
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.
Whether you’re a Sacramento business owner preparing for a company sale, a professional planning retirement, or a family managing complex financial decisions, you need a trusted partner who understands your goals and puts your best interests first.
At Towerpoint Wealth, we are a fiduciary financial advisor near you in Sacramento, committed to guiding you with clarity, competence, and compassion. We deliver comprehensive financial planning services built around your needs, values, and long-term success. Schedule an appointment with a financial advisor today!
Working with a personal financial advisor who lives and works in your community means more than convenience, it means trust. When you’re navigating complex financial planning needs, tax changes, or significant transitions, having a local expert who understands Sacramento’s economy and business environment makes a difference.
Whether you’re in the heart of Sacramento or in nearby areas, our fiduciary commitment ensures our advice is always in your best interests. We don’t sell products or earn commissions, our only incentive is your success.
Looking to find financial advisors who truly listen and act in your best interest? You’ve come to the right place.
As NAPFA members (The National Association of Personal Financial Advisors) and CFP® professionals, we hold ourselves to the highest ethical standards, providing fully transparent advice with no hidden fees or conflicts of interest. Our team is proud to maintain the CFP designation, a mark of trust, expertise, and ongoing competency.
We are one of the few fee-only firms in Sacramento built specifically to serve high net worth individuals, professionals, and business owners. Our approach is highly personal, we partner closely with each person, family, and business to provide advice that fits real lives, not generic formulas.
We offer fully customized strategies to grow, protect, and transfer assets
Our advisors are proactive, highly credentialed, and deeply client-focused
We take the time to understand your vision and provide tailored investments and planning
We are part of a national network of fiduciary advisors committed to elevating the profession
Whether you’re looking for guidance on mutual funds, business planning, retirement income, or tax-efficient wealth transfers, our advisors are ready to assist.
We develop evidence-based portfolios tailored to your risk tolerance, goals, and timeline. Each portfolio is designed to optimize long-term growth, manage volatility, and align with your values, whether that includes traditional investments, ESG criteria, or multi-generational strategies.
From 401(k) optimization to income distribution, we help you understand your options and assess how today’s decisions affect tomorrow’s retirement. Our planners walk you through realistic models to ensure your financial goals are achievable and sustainable.
We coordinate directly with your CPA or tax team to incorporate tax preparation into your overall plan. Our goal is to help you keep more of what you earn, minimize surprises, and plan proactively for future events.
Whether you’re focused on your family, philanthropy, or both, our advisors help create estate strategies that reflect your values and support your long-term objectives.
We specialize in working with business owners preparing for expansion, sale, or succession. From valuation to exit strategy, we’ll help you protect what you’ve built and plan for what’s next.
Whether you’re selling a company, going through a divorce, inheriting wealth, or managing a liquidity event, we help you decide with clarity and confidence.
We proudly serve:
Business owners looking for trusted financial advisors to support growth or exits
Retirees and professionals planning their next chapter
Families navigating intergenerational wealth and financial transitions
Entrepreneurs and executives managing complex compensation and assets
Our clients appreciate our independence, professionalism, and commitment to putting people, not products, first.
We follow a proven yet personalized process:
Discovery: We learn about your values, priorities, and relationships.
Planning: We analyze, model, and build a comprehensive strategy.
Implementation: We guide you through execution with full transparency.
Ongoing Partnership: Life evolves. We adjust, communicate, and stay engaged.
Towerpoint Wealth is more than a service provider, we are your long-term partner in financial success. Many of our clients work with us for decades and refer colleagues, friends, and family because of the value we bring.
“I can not express how satisfied I am with Mr Jonathon La Turner. I met Mr La Turner 18 years ago I went into a local branch and opened a CD for my grandaughter it was the first interaction with this young man he was so well mannered and so efficient when i got home I wrote the CEO how satisfied I was. Mr La Turner advanced quickly and became a financial advisor I had my money with an advisor who never told me anything, my account kept getting smaller! Mr La Turner Not only has continually had my account grow! He has Excellent customer service skills and continually follows up and relays data! I requested some data from Mr La Turner last week I am in San Francisco and he was in Sacramento he took a train and a bus to meet with me! Like always a pure pleasure seeing him! He has a gift of just making you feel good. He is also one of the smartest brightest young individuals I have ever met! If anyone is looking for a financial advisor I highly recommend him! Thanks Jonathan for another job well done!“
– Savage Grandpa
“We were looking for a new financial advisor after feeling like a number and receiving very poor customer service from one of the very large financial institutions. Someone suggested we check out Tower Point. After doing some research and interviewing Joseph, Steve and Michelle, we made the switch. I am so glad we did! They are so responsive and attentive. We are treated with respect. They answer our questions so that I can understand them. We are so glad we made the switch!”
– C. Kim Jester
At Towerpoint Wealth, our team of experienced, independent, fiduciary financial planners is here to help you make smarter decisions, achieve your goals, and bring confidence to every financial move.
We’re proud to be part of a national organization of ethical, client-first advisors who prioritize transparency, professionalism, and real partnership. If you’re searching for the right financial advisor near Sacramento, our team is ready to help. Schedule an appointment with a financial advisor today!
Or call our office to speak with a fiduciary advisor who understands your needs, your community, and your future.
The average fee for a fiduciary financial advisor typically ranges from 0.50% to 1.25% of assets under management (AUM) annually. Some advisors also offer flat-fee or hourly models, especially for comprehensive financial planning services. Because fiduciary advisors are fee-only, their compensation is transparent and not based on commissions or product sales.
A fiduciary is a type of financial advisor who is legally and ethically required to act in your best interest at all times. Unlike some advisors who may earn commissions, fiduciaries, like those at Towerpoint Wealth, offer conflict-free advice based solely on your goals. This higher standard of care often makes working with a fiduciary a more transparent and client-focused choice.
To determine if a financial advisor is a fiduciary, ask them directly if they are legally obligated to act in your best interest at all times. You can also verify their status by checking for credentials like the CFP® designation or membership in organizations such as NAPFA, which require fiduciary responsibility. At Towerpoint Wealth, we are proud to be independent, fee-only fiduciary advisors committed to full transparency and client-first service.
Stay in the loop on upcoming mixers, educational events, and key
updates from the Towerpoint Fiduciary Team.
We believe financial planning should feel empowering, not overwhelming. Our approach is designed to give you clarity and confidence, with advice that is always in your best interest.
Whether you are preparing for retirement, managing concentrated equity, or simply seeking clarity, we are here to help.
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.
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.
Understand sequence of return risk and why the first years of retirement matter most. Learn.
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