Joseph Eschleman has launched Sacramento, California-based Towerpoint Wealth
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Joseph Eschleman has launched Sacramento, California-based Towerpoint Wealth

July 26, 2017,

Joseph Eschleman has launched Sacramento, California-based Towerpoint Wealth with Lori McKinney and Nathan Billigmeier, all of whom are joining from Wells Fargo Advisors. 

A team of advisors who previously managed $250 million in client assets at Wells Fargo have left the wirehouse to launch their own independent RIA with Dynasty Financial Partners.

The team is led by Joseph Eschleman, an 18-year veteran at Wells Fargo, who most recently worked as a managing director and investment officer at the brokerage. Joining Eschleman at his new firm Towerpoint Wealth are director of client services Lori McKinney and director of research and analytics Nathan Billigmeier, who also departed from Wells Fargo Advisors. The Sacramento, California-based firm will focus on pre-retirees, retirees, business owners, corporate executives, industry professionals and individuals who have recently experienced a significant life event, such as the death of a spouse, a divorce, or career change.
Towerpoint Wealth will leverage Dynasty’s analytics and operational support as well as custodial services from Charles Schwab.‘We see a real opportunity in the Sacramento region for a truly independent investment advisory firm to serve entrepreneurs, corporate executives and high net worth families,’ said Eschleman. Earlier in the month, a team of advisors led by Matthew Celenza who managed $1 billion in client assets at Merrill Lynch left the wirehouse to set up their own independent RIA Boulevard Wealth with Dynasty. Read article