Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Your Trusted Financial Partners
Meet the Team Behind Towerpoint Wealth
At Towerpoint Wealth, our people are the foundation of everything we do. Our team of seasoned professionals brings decades of collective experience in financial planning, investment management, and tax-efficient strategies. We are passionate about helping you navigate life’s financial complexities with confidence, care, and a commitment to your long-term success.
- Fiduciary advisors
- Wealth management experts
- Collaborative approach
- Research-driven strategies
- Personalized service
- Integrity & trust
Our Financial Experts
Behind every personalized strategy at Towerpoint Wealth is a dedicated team of professionals who care deeply about your financial future. Get to know the experts who combine deep industry knowledge with a client-first mindset; real people committed to building lasting relationships and helping you achieve your goals with clarity and confidence.
Joseph Eschleman, CIMA®
President
Jonathan W. LaTurner
Partner, Wealth Advisor
Nathan P. Billigmeier
Director of Research and Analytics
Steve Pitchford, CPA, CFP®
Director Of Tax & Financial Planning
Megan M. Miller, EA
Associate Wealth Advisor
Lori A. Heppner
Director of Operations
Michelle Venezia
Client Service Specialist
Luis Barrera
Marketing Specialist
Isabelle Orozco
Office Coordinator
Contact Towerpoint Wealth
At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.
While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.
Location
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500 Capitol Mall, Suite 2060
Sacramento, CA 95814
