We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner® (CFP), as a Certified Investment Management Analyst® (CIMA), and as a Certified Public Accountant (CPA). As a leading Sacramento wealth management firm, we have a legal fiduciary obligation to you, our client, and our fully independent financial advisors welcome helping you construct a customized, disciplined, and comprehensive financial, investment, and retirement plan.
Simply put, Towerpoint Wealth, Sacramento Investment Advisor Firm, seeks to work with clients to objectively construct a disciplined plan and strategy in times of stability, to ensure we do not change it during times of insanity.