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Towerpoint Wealth
  • Home
  • About Us ▾
    • Our Wealth Management Team
    • Our Investment Committee
    • Our Mission
    • Our Values
    • Our Core Beliefs
    • Community Involvement
    • Advanced Professional Designations
    • Ideal Client / Professional Fees
  • Planning & Strategy ▾
    • Wealth Management Process
    • Financial Planning Process | RightCapital® software
    • Wealth Management Philosophy
    • Responsible Investing
    • List of Needed Documents
  • Services ▾
    • Wealth Management Services
    • Fiduciaries and Trustees
    • Specialized Services for Attorneys
  • Benefits of Independence ▾
    • Why Independent
    • Code of Professional Responsibility
    • Fiduciary Standard
    • Triangulation of Advice
    • FAQs
  • Partners ▾
    • Operations
    • Technology
    • Custody
    • Investment Research
    • Compliance
  • Spotlight ▾
    • TPW Blog
    • TPW YouTube Channel
    • TPW White Papers & Checklists
    • TPW Trending Today
    • Wealth Management Resources
    • The Towerpoint Wealth Minute
    • Careers
  • Contact Us
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  • Home
  • About Us ▾
    • Our Wealth Management Team
    • Our Investment Committee
    • Our Mission
    • Our Values
    • Our Core Beliefs
    • Community Involvement
    • Advanced Professional Designations
    • Ideal Client / Professional Fees
  • Planning & Strategy ▾
    • Wealth Management Process
    • Financial Planning Process | RightCapital® software
    • Wealth Management Philosophy
    • Responsible Investing
    • List of Needed Documents
  • Services ▾
    • Wealth Management Services
    • Fiduciaries and Trustees
    • Specialized Services for Attorneys
  • Benefits of Independence ▾
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    • Code of Professional Responsibility
    • Fiduciary Standard
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    • Investment Research
    • Compliance
  • Spotlight ▾
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TPW Blog

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August 4, 2017by Towerpoint Wealth
Towerpoint Wealth Sign Lori Joe Nathan
Towerpoint Wealth August 4, 2017 No Comments

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A Wealth Management FESTIVAL? Future Proof 2023! 09.22.2023

While many of us were “stuck” in our offices tied to our computer screens last week, three of Towerpoint Wealth’s finest were in Surf City USA, soaking in not only the sun, but also the speakers, content, education, and networking of the world’s largest wealth management festival, Future Proof 2023. Akin to South By Southwest, […]

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Towerpoint Wealth
500 Capitol Mall, Suite 1060
Sacramento, CA 95814

Phone: (916) 405-9140

Sacramento Financial Advisor Firm

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WEALTH MANAGEMENT TEAM

  • Joseph Eschleman | CIMA® President
  • Jonathan W. LaTurner | Partner Wealth Advisor
  • Steve Pitchford, CPA, CFP® | Director of Tax and Financial Planning
  • Megan M. Miller, EA | Associate Wealth Advisor
  • Nathan P. Billigmeier | Director of Research and Analytics
  • Lori A. Heppner | Director of Operations
  • Michelle Venezia | Client Service Specialist
  • Luis Barrera | Marketing Specialist
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Towerpoint Wealth is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Towerpoint Wealth unless a client service agreement is in place. No portion of any content on this website is to be interpreted as a testimonial or endorsement of Towerpoint Wealth investment advisory services and it is not known whether any clients referenced herein approve of Towerpoint Wealth or its services; nor should it be assumed that any references to our clients are representative of all of our clients’ experiences.

Towerpoint Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Towerpoint Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

We enjoy the opportunity to connect with our clients in person to deepen our relationships and foster healthy communication and planning, and though we are a Sacramento wealth management firm, we regularly partner with clients in Granite Bay, Rocklin, Roseville, Folsom, El Dorado Hills, Auburn, Davis, and throughout the Northern California region.

 

 

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