- Location: 500 Capitol Mall, Suite 2060 Sacramento, CA 95814
- Email: info@towerpointwealth.com
Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
- 500 Capitol Mall, Suite 2060 Sacramento, CA 95814
- (916) 405-9140
- info@towerpointwealth.com
- https://towerpointwealth.com/
Independent financial advisor firm
Being an independent advisor firm affords Towerpoint Wealth clients substantial benefits. As independent financial advisors, we operate in a transparent environment, are not inhibited by the bureaucracy we saw working as employees of a large financial services corporation, are not tied to any one institution’s offerings, and are not constrained nor influenced by corporate agendas and conflicts-of-interest we identified at large Wall Street banks. We believe that the traditional model is broken, as most clients are underserved because of the big banks’ embedded conflicts of interest.
- Personalized financial planning
- Investment strategies that meet your goals
- Risk management and tax planning
- Independent approach of a single financial platform
- A long-term strategy to secure your future
Sacramento wealth advisor
We’d love to talk with you about your financial future
Are you considering hiring an independent financial advisor firm? Do you think that our Sacramento wealth management firm might be a good fit?
How does an independent firm provide comprehensive services?
As an RIA, Towerpoint Wealth promotes what we call the “Triangulation of Advice.” It means our advice is separated from both where your assets are held and where the products and services we use are created. Unlike large banks and brokerage firms, at which advice, custody, and certain products are all sourced from the same place, Towerpoint Wealth minimizes these conflicts of interest by isolating each important consideration that influences our financial advice.
Why Independent
We have decided to become independent for many reasons, the most central of which is you, our client. Because we are no longer employees of a large brokerage firm, we are no longer obliged to prioritize the interests of our employer over those of our clients. We are confident that we can serve your needs much more effectively as an independent firm. Over the last ten years, the technology available to independent firms has far surpassed earlier financial tools. Access to these advances enables us at Towerpoint Wealth to serve our clients with a wider and more advanced spectrum of worldwide, cutting-edge resources, eclipsing our previous capabilities. This open-architecture model frees us from the legacy systems to which we were previously captive, allowing us to leverage innovative technology on your behalf. Simply put, we believe our work environment minimizes conflicts between us and our clients. This allows us to focus on serving clients and helping them improve their financial lives through integrated, transparent and more personalized solutions.
Fully independent registered investment advisory (RIA)
As an independent firm, we are free from corporate agendas we identified at large Wall Street banks and are able to operate in the best interests of our clients. We were tired of finding ourselves stuck on a closed platform that offered only what the parent firm deemed appropriate. Now, we may cultivate more direct relationships with our clients because there is no middleman. As a Registered Investment Advisor (RIA), we are no longer held to the basic suitability standard for any client accounts; we are now legally held to the highest standard in the industry, the fiduciary standard. Being independent gives us a greater level of agility and expands our ability to focus on what we do best: advocate for you with the highest level of attention and dedication to your needs. As Towerpoint Wealth, we are optimally positioned to help you achieve your goals with complete objectivity, transparency and expanded capabilities.
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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.
- Industry-Leading Education
- Strict Ethical Standards
- Public Trust & Certification
