In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
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
At Towerpoint Wealth, we go beyond traditional financial advising and wealth management, we are your dedicated partners in building, protecting, and managing your wealth. As a fiduciary firm, we are legally and ethically committed to acting in your best interest, 100% of the time, providing coordinated, transparent, and highly personalized financial strategies tailored to your unique personal and financial goals. With deep expertise in wealth management, investment planning, retirement income, tax minimization, estate planning, and legacy preservation, we seek to instill in you a foundational, longer-term confidence, knowing that all of your financial affairs are properly coordinated.
We provide personalized financial strategies to help you grow, manage, and protect your wealth. From investment management and retirement planning to tax-efficient strategies and legacy planning, our expert team is dedicated to guiding you toward lasting financial success.
Learn to build a strong financial portfolio and reduce expenses with Towerpoint Wealth.
Towerpoint Wealth partners with experts in real estate, tax, money and estate planning.
Towerpoint Wealth helps optimize RSUs and stock options, reducing tax impacts.
We work with our clients to create a personalized retirement plan.
Align your portfolio and financial strategy with your values through ESG investing and charitable giving.
To take care of your family now and after you are gone, you may need a financial advisor and estate planning.
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 deliver tailored, fiduciary investment management solutions for individuals and families across Davis, CA. Whether you’re a business owner preparing for succession, a professional navigating a career transition, or a retiree seeking income stability, we design customized investment strategies aligned with your unique goals.
Our clients throughout Davis and the surrounding areas trust us to manage their portfolios with care, clarity, and a deep understanding of the regional economic landscape. As a fee-only firm, our loyalty lies solely with you, and that makes all the difference.
Our investment management approach is rooted in the financial realities of living and working in the Davis area. We understand the opportunities and risks of our regional economy—from overexposure to real estate to market volatility concerns—and build diversified portfolios that reflect both local awareness and global reach.
As a fiduciary, we are legally and ethically obligated to act in your best interest. That means no commissions, no hidden agendas—just honest, objective advice. Davis clients consistently choose us over broker-dealers because we provide clarity, transparency, and complete accountability in how we manage their wealth.
Our investment management services are not delivered in a vacuum. We integrate your portfolio strategy with your full financial picture, coordinating with retirement planning, estate structuring, and tax-efficient investing. This comprehensive approach helps ensure your money is working cohesively across every stage of life.
Explore our related services:
We begin by getting to know you—your objectives, timeline, and tolerance for risk. Then we craft a portfolio designed to grow and protect your wealth over time. From Davis-based entrepreneurs eyeing a business sale to professionals building generational wealth, each strategy is purpose-built.
With California’s high tax environment, maximizing after-tax returns is critical. Our investment management approach includes strategic asset placement, tax-loss harvesting, and thoughtful planning that minimizes your tax exposure while still pursuing long-term growth.
Your life evolves. So should your investment plan. We don’t take a “set it and forget it” approach—instead, we proactively review and rebalance portfolios to reflect market changes, legislation shifts, or personal life transitions. Davis clients appreciate our hands-on, responsive service and consistent communication.
“I’m thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth – and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step.”
— Katie Eager
A long-time Sacramento client was preparing to transition out of a successful construction company. We worked with their attorney and CPA to develop an investment strategy tied to the liquidity event, using tax-managed investments to preserve gains and generate reliable income for retirement. The outcome: reduced tax liability and a smooth, confident shift from active ownership to financial independence.
“Since winding down and now retired we have moved nearly all of our stock portfolio and cash assets to Towerpoint Wealth and have found the transition convenient and easy. Joseph Eschleman and his team have been very informative and are managing our funds to allow for a balanced conservative growth.”
— Gerardo Calvillo
“Megan’s management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth ‘ticked up’ faster than what our previous fund managers delivered. And yes, this ‘could be market timing’. But the thoughtful manner where Megan took the time and effort to explain her forecast was quite unique and comforting.”
— Lee W. Miller
We invite you to take the first step toward smarter, more strategic investing. Whether you’re near Midtown, Land Park, or anywhere in the greater Davis area, our team is ready to sit down and talk through your financial vision. No pressure, no cost—just thoughtful, professional guidance.
Let’s talk about your financial future in Davis. Schedule a consultation today.
From day one, our process is designed to deliver clarity and confidence:
Discovery: We learn what matters most to you.
Planning: We develop your custom investment roadmap.
Implementation: We put your plan into action with precision.
Review: We monitor, rebalance, and refine—together.
Throughout the journey, you’ll always know where your money stands and where it’s headed.
As a proud Sacramento-based firm, we’re committed to building lasting relationships and delivering meaningful results. Our clients come to us for guidance—and stay with us for partnership. Wherever you are in your financial journey, we’re here to help you take the next step with confidence.
Discover the difference of working with a Davis fiduciary investment management team.
Contact Towerpoint Wealth today.
Stay in the loop on upcoming mixers, educational events, and key
updates from the Towerpoint Fiduciary Team.
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.
“Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes... ”
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.
At Towerpoint Wealth, our team of experienced professionals is committed to guiding you toward financial success. With a client-first approach, we combine expertise, integrity, and personalized care to provide comprehensive wealth management solutions tailored to your unique needs.
In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Which Approach Builds Long‑Term Wealth? In today’s unpredictable financial markets and stock market environments, investors.
Understanding Strategic Asset Allocation Strategic asset allocation refers to a long‑term investment strategy in which an investor.
Many investors dream of perfect timing — buying right before the market soars, and selling.
