Towerpoint Wealth, part of the Dynasty Financial Partners’ network of advisory firms, says Jonathan LaTurner has moved to it from Wells Fargo Advisors in Sacramento, where he has managed about $50 million in client assets for the past six years.
Prior to Wells Fargo, LaTurner worked for First Citizens Bank. He focuses his work on professional private fiduciaries including conservatorships, special needs trusts, estate administration, guardianships, court blocked accounts and tribal trusts.
“I specialize in helping families or individuals with complex needs that require special attention and expertise,” the advisor said in a statement. “From helping investors who are incapacitated and don’t have family nearby, to working with their third party trustee to manage their affairs, assisting a family that might include a special needs child, or executing a complicated family trust.”
“At Towerpoint, we see significant potential to expand our business in rapidly growing Sacramento. There is a real opportunity in this region for a truly independent investment advisory firm to serve entrepreneurs, corporate executives and high net worth families,” according to Joseph Eschleman, who launched the practice about a year ago.