Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
A Firm Built on Independence and Client Commitment
About Us
At Towerpoint Wealth, we believe wealth management is about more than just investments — it’s about giving you the clarity, confidence, and strategy to enjoy life while securing your financial future.
As a fully independent, fiduciary wealth management firm, we operate with a single focus: your best interests.
Unlike advisors at large Wall Street firms, we are free from corporate agendas, production minimums, and proprietary product sales. That independence allows us to deliver truly unbiased financial guidance, tailored to your unique needs and goals.
Financial advisor
As your fiduciary financial advisor, we are legally responsible for putting your personal and financial interests before our own and always acting in your best interests, 100% of the time.
Our mission is simple yet powerful: helping you remove the hassle of coordinating your financial affairs so you can focus on what matters most — living a fulfilling, financially secure life.
- Fee Based
- Legal Fiduciary
- Comprehensive Wealth Management
- Full Service Firm
Our Values & Core Beliefs
At Towerpoint Wealth, we don’t just manage portfolios; we build lasting relationships based on trust, integrity, and personal service. We take a holistic approach to wealth management, ensuring that every financial decision supports your long-term well-being.
Integrity &
Trust
Transparency is the foundation of our relationships.
Personalized Service
Your financial strategy should reflect your unique goals and priorities.
Lifelong Learning
We continuously enhance our expertise to better serve you.
Resilience & Adaptability
Financial success requires a steady hand and a flexible strategy.
Community & Relationships
We believe in teaching, not just telling, so you fully understand every financial decision.
A Long-Term Perspective Wins
True wealth-building is about discipline, not short-term reactions.
Speak With An Advisor
Discover How We Can Help You Build, Protect, and Grow Your Wealth
A Full Service Firm
Get To Know The Team
Complementing our advisory team is a group of in-house professionals who help make Towerpoint Wealth a truly full-service firm. With expertise across operations, client service, marketing, and administration, they ensure that every aspect of the client experience is handled with precision and care. Their work behind the scenes allows for a seamless, responsive, and personalized approach-delivering the high standard of excellence our clients have come to expect.
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
Investment Committee
Led by President Joseph Eschleman, our Investment Committee is responsible for shaping and executing disciplined, research-driven investment strategies. We regularly analyze market conditions, economic trends, and risk factors to ensure our clients’ portfolios remain aligned with their financial objectives.
Our approach includes:
- Semi-Annual Portfolio Rebalancing – Keeping investments aligned with your evolving goals.
- Deep Research & Market Analysis – Identifying opportunities while managing risk.
- A Long-Term, Tax-Efficient Focus – Helping you preserve and grow wealth responsibly.
At Towerpoint Wealth, we are more than just financial advisors — we are your dedicated partners in navigating the complexities of wealth management. Whether you are planning for retirement, building generational wealth, or preparing for a life transition, we provide the insight, clarity, and strategic guidance you need to move forward with confidence.
Let’s Talk About Your Financial Future
Financial peace of mind starts with a plan. Let’s build yours together.
Schedule a consultation today to see how our independent, fiduciary approach can help you gain control of your financial future and live life on your terms.
