Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
At Towerpoint Wealth, we serve as a dedicated partner to Sacramento-area businesses seeking clarity, confidence, and results in managing their workplace retirement plans. Whether you're offering a 401(k), 403(b), or profit-sharing plan, we help you build and maintain a retirement program that aligns with your goals, reduces fiduciary risk, and delivers lasting value to your employees.
As an independent fiduciary retirement plan consultant, we are legally and ethically obligated to act in the best interest of your plan and its participants. That means no hidden agendas, just experienced, objective advice to help you run your plan with confidence.
Every business is different, and your retirement plan should reflect that. We work closely with business owners, HR leaders, and administrators in Sacramento to design workplace retirement plans that support recruiting, retention, tax efficiency, and employee engagement.
We help you evaluate and implement a range of plan types and features, including:
Creating and maintaining a retirement plan shouldn’t feel overwhelming. In this video, Associate Wealth Advisor Sean walks through Towerpoint’s clear, step-by-step process for helping businesses build, refine, and manage employer-sponsored plans. From plan design and fiduciary oversight to employee education and long-term strategy, Sean explains how we improve participant outcomes, strengthen plan performance, and lighten the administrative load—bringing clarity and confidence to your retirement plan.
Retirement plan sponsors carry a legal responsibility to act prudently in the best interest of plan participants. We help you fulfill that responsibility with structured documentation and confidence.
As your fiduciary consultant, we can assist with:
Hidden or excessive plan fees can erode participant balances and expose your company to unnecessary risk. We provide full fee benchmarking services, comparing your plan’s costs to industry standards to ensure competitiveness and transparency.
We analyze:
Retirement plan sponsors carry a legal responsibility to act prudently in the best interest of plan participants. We help you fulfill that responsibility with structured documentation and confidence.
Our investment consulting includes:
Many employees don’t take full advantage of their retirement plan, not because they don’t care, but because they don’t know the true value of their plan. We deliver personalized, engaging education to help your employees become active participants in their financial futures.
We offer:
As Towerpoint’s Associate Wealth Advisor specializing in employer-sponsored retirement plans, Sean Kelleher brings a disciplined, fiduciary-first approach to helping businesses strengthen their retirement benefit. He partners closely with plan sponsors to simplify oversight, enhance plan design, and support better outcomes for employees—always with clarity, transparency, and your long-term goals in mind. If you’re ready to improve your company’s retirement plan or explore how our process can support your business, schedule a call with Sean today.
Whether you’re reviewing an existing plan or building one from the ground up, Towerpoint Wealth is ready to be your fiduciary partner. We’ll help you reduce risk, improve employee outcomes, and gain confidence in your retirement plan strategy.
Schedule an appointment today to learn how we can support your business and your team.
Towerpoint Wealth proudly serves businesses throughout the Sacramento metro area, including surrounding towns and professional networks. Whether you’re based in Midtown, Roseville, Elk Grove, or Folsom, our team provides hands-on consulting tailored to your region and workforce.
If you’re a business owner, HR executive, or plan administrator looking for deeper retirement plan insights, we’re here to help.
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