Fiduciary vs. Broker: Why Independent Wealth Management Firms Stand Apart
We’ll explore the benefits of independent wealth management — what sets it apart, what it means for you as an investor, and why so many people just like you are choosing this type of professional partnership when working to build lasting financial security.
How to Recession-Proof Your Portfolio in 2025: Five Strategies for Smart Investors
We’ll walk you through five proven strategies to help recession-proof your portfolio. Whether you’re already worrying about the impact of today’s economy or simply want to be proactive, these strategies are designed to help you manage risk, stay focused, and uncover opportunity — even when headlines say otherwise.
The Tariff Tantrum and the Benefits of Bonds
At Towerpoint Wealth, what we do know is this: uncertainty tends to push investors toward safety. And fortunately, if you are a client of the firm, you have a significant “dose” of defensive assets comprising your portfolio.
Taxes and Investing: How to Build a Tax-Efficient Portfolio
When it comes to investing, many people focus on maximizing returns — finding the right investments, properly diversifying their portfolios, and shrugging off shorter-term market noise. But there’s one factor that can quietly eat away at those gains if not managed properly: TAXES.
The 2025 Sacramento Real Estate Market: What’s Changing and How to Stay Ahead
Sacramento remains a prime destination for rental demand and long-term real estate investment potential. But with higher mortgage rates, shifting market conditions, and new real estate laws, investors must be more strategic than ever.
Trade Wars, Tariffs, and Navigating Market Risk
Recent news on tariffs and government job cuts has raised concerns about a possible trade war, resulting in a market pullback with the Nasdaq now near correction territory. While market swings are never pleasant, we believe it’s important to maintain perspective, especially when it comes to your long-term financial goals.
The Future of Social Security: What You Need to Know (and Why It’s NOT Going Away)
Social Security is not on the brink of disappearing, and both current and past administrations — including Trump’s — have acknowledged the importance of maintaining the program’s longevity.
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 of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth,
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 professional fiduciaries. Hosted by Joseph Eschleman, President of Towerpoint Wealth, this episode features
6 Smart Tax Moves to Make Before Filing Your Taxes
Tax season is fast approaching, and if you’re aiming to reduce your obligation to Uncle Sam in 2025, now is the time to get informed and take action. In our latest A Wealth of Knowledge podcast, we explore “6 Smart Tax Moves to Make Before Filing Your Taxes.”
Health Care & Your Retirement: Key Takeaways from Our Live Webinar
During this comprehensive workshop, we tackled the most pressing concerns about health care both before and during retirement, providing expert guidance to help you make informed decisions. Here’s a breakdown of what was discussed:
What is a 1099 Tax Form? What Investors Need to Know for a Smooth Tax Season
Tax season is here, and if you’re an investor, that means there’s something that should be on your radar — 1099 forms. Whether you’ve earned interest from bonds, dividends from stocks, or capital gains from your trading activity, the IRS wants to know about it.
The Secure Act Impact on Inherited IRAs: 5 Things Every Fiduciary Must Know
Welcome to our 2025 edition of Fiduciary Focus! In this issue, we’re going to dive into the new Inherited IRA & Required Minimum Distribution (RMD) rules under SECURE Act 2.0 and their implications for fiduciaries managing trusts.
What Is Happening With The Social Security Fairness Act?
The Social Security Fairness Act (SSFA) was signed into law by President Biden on January 5, 2025. This eliminates the “Windfall Elimination Provision” (WEP) and the “Government Pension Offset” (GPO)
Investing in the Trump Presidency: How to Navigate Market Changes and Protect Your Portfolio
Navigating Market Volatility and Potential Tariffs in the U.S. As Donald Trump takes his seat as the 47th President of the United States, investors are closely monitoring the potential impacts
Is $2 Million Enough to Retire? 5 Steps to Retiring with $2 Million
As you build your retirement nest egg, you’re probably wondering if you have enough set aside to fund the lifestyle you crave in your “golden years”. You’ve worked your entire
How a Financial Advisor Helps You Protect and Grow Net Worth 07.07.2024
Building and Protecting Personal Net WorthEmotional Awareness – Strike a Balance between Life Now and Planning for LaterFinancial Advisor vs Financial PlannerFind a Financial Advisor Who Will Understand Your Specific
What is an RSU? | Restricted Stock Units, RSUs and Stock Options
Updated November 2024. Restricted Stock Units (RSUs) can be a significant component of an employee’s compensation package. But what is an RSU package? Do you have an RSU strategy? How
Real Estate Investing From Properties to Profits, Part One 01.25.2024
From Properties to Profits: Part One Mastering Taxes as a Real Estate Investing Pro!AUTHOR: MEGAN M. MILLER, EA, Associate Wealth Advisor, Towerpoint Wealth MEGAN M. MILLER, EA With a bachelor’s
Maximizing an Inheritance Estate Planning 01.21.2024
Navigating the Tax Laws to Maximize | Your Beneficiary’s Inheritance | Comprehensive Estate Planning When most individuals are establishing an estate plan, they generally only think about the tax consequences
What Estate Planning Documents Do I Need? 01.21.2024
Estate planning documents specify how you want your assets distributed upon incapacity or death. The collection of these documents together is called an Estate Plan. Some people don’t believe they
There ARE Solutions for Required Minimum Distributions, RMD! 03.12.2024
By: Steve Pitchford, CPA, CFP®, Director of Tax and Financial Planning Dreading a Required Minimum Distribution, or RMD, from a retirement account? No doubt, it’s because of T-A-X-E-S. RMDs can
Control Investment Costs and Minimize Taxes to Keep Your Money 04.19.2023
Manage Costs and Investment ExpensesInvestment costs and fees add up, but can be minimizedUtilize Tax Minimization Strategies You can count on steady headwinds from investment costs and fees – and
Six Strategies to Optimize Your Charitable Intentions 04.13.2021
By: Steve Pitchford, Director of Tax and Financial Planning and Matt Regan, Wealth AdvisorPublished: April 13, 2021 updated October 22, 2021 Most individuals who are philanthropically inclined usually just take
Is Your 401(k) in Disarray 03.29.2021
As a small business owner, we know that you are an “around the clock” grinder, with a myriad of responsibilities that often supersede the core responsibilities you have to the
The Frustrations of Tax Form 1099 : TPW Guide 05.20.2023
It’s Tax Time | What is the Form 1099? What exactly is a Form 1099, why can they be so frustrating to process, and how do you manage the problem
Strategies to Own a Concentrated Stock? 05.20.2023
Own a Concentrated Stock Position? Our 5 Strategies to Help Manage Risk and Taxes Stock compensation can be a wonderful complement to a traditional compensation package, oftentimes contributing significantly to an
IRS Scams: The Big Six of the Dirty Dozen
Each year, the Internal Revenue Service (IRS) releases an annual report known as the “Dirty Dozen.” The report highlights the most commonly practiced tax scams that the IRS identifies each
2020: The Perfect Year for a Roth Conversion 09.02.2020
While 2020 will rightfully be remembered for the challenging and unprecedented COVID-19 battle we have all been impacted by, at Towerpoint Wealth we have continued to proactively work with clients
Digital Security Basics : Working from Home: 10.03.2020
Since the start of the COVID-19 pandemic, millions of workers have begun to work from home. Before this massive transition to remote work, Americans spent an average of 6.42 hours on
The Secure Act Impact on Inherited IRAs: 5 Things Every Fiduciary Must Know
Welcome to our 2025 edition of Fiduciary Focus! In this issue, we’re going to dive into the new Inherited IRA & Required Minimum Distribution (RMD) rules under SECURE Act 2.0 and their implications for fiduciaries managing trusts.
The Fiduciary’s Role in Real Estate: Calculating ROI for Smarter Investments
Welcome to the Fall edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus! As fiduciaries, we recognize the importance of safeguarding our clients’ assets. Our goal is to equip
Considering the Effects of Inflation and Deflation 08.02.2024
Welcome to the second edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus! As we are also held to a fiduciary standard, we understand the weight of our
Your Essential Newsletter for Trust Administration and More 04.10.2024
Introducing Fiduciary Focus, Towerpoint Wealth’s new newsletter for the fiduciary community. Welcome to the first edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus. Our growing team is excited to
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 of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth,
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 professional fiduciaries. Hosted by Joseph Eschleman, President of Towerpoint Wealth, this episode features
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 to equip you with indispensable guidance and expertise for safeguarding
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 President Joseph and special guest advisor @jlattt in this episode as they
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®, as they unravel the complexities of managing and reducing the “necessary evils” of
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 Towerpoint Wealth’s President and founder, Joseph provides customized financial planning
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 home here? Or, just thinking about buying or selling real
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 verge of slipping into a recession? Or is the exact
6 Smart Tax Moves to Make Before Filing Your Taxes
Tax season is fast approaching, and if you’re aiming to reduce your obligation to Uncle Sam in 2025, now is the time to get informed and take action. In our latest A Wealth of Knowledge podcast, we explore “6 Smart Tax Moves to Make Before Filing Your Taxes.”
What Is Happening With The Social Security Fairness Act?
The Social Security Fairness Act (SSFA) was signed into law by President Biden on January 5, 2025. This eliminates the “Windfall Elimination Provision” (WEP) and the “Government Pension Offset” (GPO)
Building Bright Futures: Top 4 College Savings Plans to Consider
Planning for your child’s college education can feel overwhelming—but it doesn’t have to be! With tuition costs climbing every year, and limited access to financial aid, having a solid savings
Our Latest Podcast Episode – Exploring the World of Private Professional Fiduciaries
In our latest episode of “A Wealth of Knowledge”, Towerpoint Wealth’s original podcast, we dive into the intricate world of private professional fiduciaries. These trusted professionals play a critical part
How Does the U.S. Tax Burden Stack Up? 06.27.2024
The comparative tax burdens between the United States and several other advanced economies. The central message highlights that the U.S. has a significantly lower tax burden, with total tax revenue
Maximize stock compensation and RSU selling strategy video 06.07.2024
Compensation packages for directors, VPs, software engineers, or other employees of technology based firms almost always contain restricted stock units, or RSUs. If you own RSUs, you may be asking
Will you have enough money to retire? 05.03.2024
4 Reasons You Might Fall Short of Your Retirement Plan When you find yourself daydreaming about retirement, does your dream retirement entail traveling the world? Dedicating time to beloved hobbies?
20 Common Investing Mistakes 12.06.2023
Understanding that the world of investing and wealth-building is filled with opportunity, not only for growth but also for errors, at Towerpoint Wealth we believe our role is to raise
Money in T-Bills or CDs | Which is better: T-Bills or CDs? 10.19.2023
Compare Treasury bill —T-bill— rates with bank CD best rates. T-bill rates today are often as competitive, and oftentimes more competitive, than the interest rates offered on CDs. But this
FIRE Investing for Financial Independence! 08.21.2023
Empower yourself with this strategy for financial independence, early retirement, and peace of mind. More than a hot trend, FIRE investing principles have been guiding wealthy, independent people towards financial independence
Is $2 Million Enough to Retire 06.04.2023
A 2020 survey from Schwab Retirement Plan Services found that the average worker expects to need roughly $1.9 million to retire comfortably. Is $2 million enough to retire? Is retiring with 2 million
Six Questions to Ask When Hiring a Financial Advisor 05.05.2023
Are you on the hunt for a high-quality financial advisor? There are (literally) thousands of people who hold themselves out as financial advisors just in California alone! How can you
West Sacramento Real Estate Investment Meet Up 04.15.2023
Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the
The Necessary Evils of Investing: Taxes and Expenses 03.18.2023
Are income taxes dragging you and your portfolio down, and at the same time reducing your real overall return? Do you know how much you are paying in fees and
Five specific strategies to help you recession proof your portfolio 12.07.2022
Is the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, and is more robust
Towerpoint Wealth Featured on Sacramento Business Journal 08.16.2024
Our recent expansion has led to a Sacramento Business Journal feature of our firm! We evaluated seven different new physical office locations, but decided to stay in the BMO Tower
Maximizing Your ROI: A Guide for Real Estate Investors 08.14.2024
Real estate ROI, or return on investment, measures the profit earned on a real estate investment after all costs of the investment are deducted. Your real estate ROI is a
Is Crypto Worth Investing In? 05.23.2023
Did you see Joseph Eschleman, CIMA® on ABC10 last night??!! ???? Lora Painter interviewed our President about “The Truth about Crypto” and how it can be considered as a potentially complementary part of a #properlydiversified investment portfolio.
Do you need to pay taxes on money given to you in a will? 03.20.2023
Towerpoint Wealth’s President, Joseph Eschleman, was the go-to financial expert on ABC10 News’ March 20 feature story. A guest on ABC10’s Dollars and Sense segment, Joseph explained the four different taxes people need to be
Investing 2022: Painful or Profitable? 12.19.2022
Kathleen Doler, senior writer for Investor’s Business Daily (IBD), recently published a front-page story in IBD about investing in 2022, how it humbled many investors and financial advisors, and what they did
President Joseph Eschleman Discusses the 2022 Midterm Elections on ABC10 11.8.2022
Connecting with ABC10 evening anchor Lora Painter for a productive interview ahead of the 2022 midterm elections, Joseph weighed in last night with some key points and considerations, specifically touching
Towerpoint Wealth’s President featured on ABC10 10.13.2022
Our President, Joseph Eschleman, was featured last night in evening anchor Lora Painter’s story on ABC10’s 11 p.m. news! Joe discussed with Lora the *big* announcement made yesterday by the
Where to stash your cash 07.21.2022
Holding and intelligently divesting cash during a market rough patch has both pros and cons — evaluating these risk/return tradeoffs are even more challenging with rampant inflation just another issue
Towerpoint Wealth’s President Featured in the Sacramento Bee 06.29.2022
Our President, Joseph Eschleman dove into a number of specific opportunities and valuable money-saving tips to navigate today’s inflationary environment with Sacramento Bee reporter Hanh Truong, in her recent article: “Should You Keep Cash On
Towerpoint Wealth’s President featured in Investor’s Business Daily 06.24.2022
In an unsettled world where stock prices are declining and uncertainty is rising, many fear an economy in recession here in the United States. While recession is by no means
Leading by Example with Joe Eschleman – LifeBlood Podcast 04.18.2022
Described as “a human wellbeing and flourishing podcast,” LifeBlood is released daily and features a myriad of different professionals and subject matter experts. Produced and hosted from Scottsdale, AZ by George Grombacher, our
President Joseph Eschleman Featured in Financial Advisor IQ Magazine 02.25.2022
Our President, Joseph F. Eschleman, CIMA®, was recently profiled in Financial Advisor IQ’s February 25 article discussing what clients need to know about Russia’s invasion of Ukraine, the impact these developments may have
Joseph Eschleman, CIMA®Heart 2 Biz Podcast 09.23.2021
Our President, Joseph Eschleman, was the featured guest on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast earlier this month. Heart 2 Biz is a weekly podcast focused on
Five Things I Wish Someone Told Me Before I Became A Founder 02.12.2021
Our President, Joseph F. Eschleman, CIMA®, was interviewed by Candice Georgiadis, a contributing writer to Authority Magazine, as part of her series about leadership lessons of accomplished business leaders. Joseph’s
Towerpoint Wealth’s President Featured in Financial Advisor IQ Magazine
Our President, Joseph F. Eschleman, CIMA®, was profiled in Financial Advisor IQ’s October issue, discussing how the proper use of social media helps independent wealth management firms, and individual advisors, to establish thought
The Tariff Tantrum and the Benefits of Bonds
At Towerpoint Wealth, what we do know is this: uncertainty tends to push investors toward safety. And fortunately, if you are a client of the firm, you have a significant “dose” of defensive assets comprising your portfolio.
Trade Wars, Tariffs, and Navigating Market Risk
Recent news on tariffs and government job cuts has raised concerns about a possible trade war, resulting in a market pullback with the Nasdaq now near correction territory. While market swings are never pleasant, we believe it’s important to maintain perspective, especially when it comes to your long-term financial goals.
Health Care & Your Retirement: Key Takeaways from Our Live Webinar
During this comprehensive workshop, we tackled the most pressing concerns about health care both before and during retirement, providing expert guidance to help you make informed decisions. Here’s a breakdown of what was discussed:
The California Los Angeles Fires: A Community Call to Action
The recent fires in Los Angeles have highlighted the devastating toll wildfires can take on our communities. At Towerpoint Wealth, these fires have hit especially close to home. Our Advisor
Celebrating Client Partnerships and New Beginnings
A Recap of the Towerpoint Wealth Open House! Last week, we had the pleasure of opening our new doors to friends, clients, and colleagues for an unforgettable Open House event. Held at our new headquarters at
TPW Getting Our Learn On!
Earlier this week we hosted a continuing education event for our Wealth Advisors focused on reverse mortgages. Featuring Scott Roseveare, President and Founder of Live Better Financial, the session explored key
Exploring the Future of Wealth at FutureProof Festival 09.16.2024
Our Partner, Wealth Advisor, Jonathan LaTurner, and Director of Research and Operations, Nathan Billigmeier, are attending FutureProof, the world’s largest wealth management “festival,” in Huntington Beach, where they are already immersed
Shriners Children’s Northern California Community Day 06.21.2024
Sweet moments and even sweeter smiles! Our Towerpoint Wealth team enjoyed a fulfilling Community Day at Shriners Children’s Northern California yesterday afternoon. We hosted a 90 minute ice cream/arts and crafts social, helping
Front Street Animal Shelter Community Day 12.19.2023
Last week, the Towerpoint Wealth team carved out a full morning to dedicate some time (and a little grit and elbow grease) to support the Front Street Animal Shelter’s Pet Food Pantry program.
Thank you and Merry Christmas, Ascent Builders! 12.12.2023
In the spirit of enduring partnership, Scott Kelly and Patty McElwain stopped by the Towerpoint Wealth headquarters yesterday to drop off their MUCH-anticipated Christmas wreath! This emblematic gesture not only
Towerpoint Wealth Tours Salesforce Building in SF 12.04.2023
Building the Future at TPW! 11.15.2023
Earlier this week, our President, Joseph Eschleman, and Partner, Jonathan LaTurner (seen above, waving!) explored the perfect furnishings for our new office space, set to elevate our new workspace in
Luis Barrera Attends the 2023 Digital Summit in San Diego 10.27.2023
Our Marketing Specialist, Luis Barrera is taking San Diego by storm at the Digital Summit. We are happy to support Luis’ journey of learning new marketing skills, expanding his marketing
TPW Webinar: AI Decoded: Unlocking the Secrets of Artificial Intelligence! 11.06.2023
Everyone is talking about Artificial Intelligence (AI). What is the AI question top of your mind? In today’s rapidly evolving tech landscape, the AI user experience affects everything we do.
The Peace of Mind of Being a Towerpoint Wealth Client – Our Partnership with Charles Schwab 08.07.2023
Our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, enjoyed connecting with Anne Stauffer, TPW’s Schwab Advisor Services relationship manager, for an enjoyable lunch yesterday to discuss our strategic custodial
Fiduciary vs. Broker: Why Independent Wealth Management Firms Stand Apart
We’ll explore the benefits of independent wealth management — what sets it apart, what it means for you as an investor, and why so many people just like you are choosing this type of professional partnership when working to build lasting financial security.
How to Recession-Proof Your Portfolio in 2025: Five Strategies for Smart Investors
We’ll walk you through five proven strategies to help recession-proof your portfolio. Whether you’re already worrying about the impact of today’s economy or simply want to be proactive, these strategies are designed to help you manage risk, stay focused, and uncover opportunity — even when headlines say otherwise.
Taxes and Investing: How to Build a Tax-Efficient Portfolio
When it comes to investing, many people focus on maximizing returns — finding the right investments, properly diversifying their portfolios, and shrugging off shorter-term market noise. But there’s one factor that can quietly eat away at those gains if not managed properly: TAXES.
The 2025 Sacramento Real Estate Market: What’s Changing and How to Stay Ahead
Sacramento remains a prime destination for rental demand and long-term real estate investment potential. But with higher mortgage rates, shifting market conditions, and new real estate laws, investors must be more strategic than ever.
The Future of Social Security: What You Need to Know (and Why It’s NOT Going Away)
Social Security is not on the brink of disappearing, and both current and past administrations — including Trump’s — have acknowledged the importance of maintaining the program’s longevity.
What is a 1099 Tax Form? What Investors Need to Know for a Smooth Tax Season
Tax season is here, and if you’re an investor, that means there’s something that should be on your radar — 1099 forms. Whether you’ve earned interest from bonds, dividends from stocks, or capital gains from your trading activity, the IRS wants to know about it.
Investing in the Trump Presidency: How to Navigate Market Changes and Protect Your Portfolio
Navigating Market Volatility and Potential Tariffs in the U.S. As Donald Trump takes his seat as the 47th President of the United States, investors are closely monitoring the potential impacts
Stress-Free SPENDING in Retirement!
How Retirement Income Planning for Retirement Can Give You the Confidence to Spend After dedicating a good portion of your life to earning and saving, the idea of spending in
The US National Debt Burden | US Debt-to-GDP | What It Means for the Dollar and YOUR Investments
Understanding The National Debt, the US Debt-to-GDP, and Why It Matters for Investors The U.S. national debt has soared to an unprecedented $35 trillion, growing by an alarming $2 trillion
Unlock 6 New Tax Moves to Prepare You for 2025
Year-end tax moves to position you for success! As the holiday season fills the air with giving and gratitude, it’s also the perfect time to give yourself the gift of
Don’t Let Taxes Take the Gains: Year-End Strategies for Smart Investors
Managing Capital Gains Distributions from Mutual Funds and ETFs As the end of the year approaches, many investors may find themselves surprised by an unwelcome addition to their year-end taxes:
New Chips on the Block: Nvidia’s Dow Debut
What It Means for Investors and the Future of the Dow Jones Industrial Average Index The Dow Jones Industrial Average (DJIA), or “The Dow,” is a popular and widely-followed stock
A Looming Tax Problem Ahead: Are You Prepared?
Preparing for the Tax Cuts and Jobs Act (TCJA) Expiration at the end of 2025 and Its Impact on Taxes The clock is ticking on one of the most significant
Trick or Treat? Can GOLD Be Beat in 2024?
Welcome to the Halloween edition of Trending Today! While this spooky season is often about tricks, treats, and eerie surprises, when it comes to investing, the real question is whether
What You Missed at Future Proof 2024: Innovative New Financial Trends
Future-Proofing YOUR Wealth: TPW’s Key Takeaways from the FutureProof 2024 Wealth Management Festival! At Towerpoint Wealth, a cornerstone of our firm’s philosophy is continued professional development, growth, and innovation, and
