Investment advisor firm, Towerpoint Wealth’s 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 investment advisor firm based on the principles of independence, transparency, and client advocacy.
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 boutique 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.
Our Investment Committee
Our Core Beliefs
Advanced Professional Designations
Ideal / Professional Fee Schedule