Towerpoint Wealth Story
We set out on the road to full independence in May of 2017, after nearly eighteen years spent working at a major Wall Street firm. We sought to create our own boutique advisory firm based on the principles of independence, transparency, and client advocacy.
With the insights to guide and the humility to serve, the Towerpoint Wealth team understands today’s increasingly complex financial landscape and stands ready to help. In our view, it is paramount that in pursuing your financial goals and dreams, you collaborate with a firm whom you can trust and who will always act, with a legal fiduciary obligation, in your best interests.
Simply put, Towerpoint Wealth 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.