Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

6 smart tax moves to make before filing your taxes

6 Smart Tax Moves To Make Before Filing Your Taxes

Our latest episode "6 Smart Tax Moves To Make Before Filing Your Taxes" is designed to help you take charge
Stewards of integrity: the vital role of private professional fiduciaries

Stewards of Integrity: The Vital Role of Private Professional Fiduciaries

In this episode of A Wealth of Knowledge, we shine a spotlight on the vital and multifaceted role of private
Tax Questions Answered 2024 Tax Season

Navigating the 2024 Tax Season: Your Top 6 Questions, Answered! Season 2, Episode 1

Welcome to the Season 2 premiere of “A Wealth of Knowledge,” where we’re plunging into the depths of wealth management

Why T-Bills May Be Better than CDs!

Why T-Bills May Be Better than CDs! Season 1, Episode 5

Dive Deeper: Treasury Bills vs. Certificates of Deposit in an all new episode of @twrpointwealth “A Wealth of Knowledge” Podcast – Join

Reducing the Necessary Evils of Investing: Expenses and Taxes

Reducing the Necessary Evils of Investing: Expenses and Taxes Season 1, Episode 4

In this episode, our President, Joseph Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steve Pitchford, CPA, CFP®,

9 Tax Strategies Real Estate Investors

9 Tax Strategies Real Estate Investors Wish They Had Known Season 1, Episode 3

In this episode Megan Miller and Joseoh Eschleman talk about the 9 tax strategies real estate investors must know. As

Do you own real estate in the greater Sacramento

Real estate market in Sacramento Season 1, Episode 2

My what a difference 18 months makes! Do you own real estate in the greater Sacramento area? Recently bought a

Five specific strategies to help you recession proof your portfolio

Economy in Recession? Season 1, Episode 1

Economy in Recession? Five specific strategies to help you recession proof your portfolio Is the United States economy on the

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.

Sacramento

  • 500 Capitol Mall, Suite 2060, Sacramento, CA 95814

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