Financial Wealth Blog

We conducted a very well-received educational event at the John Natsoulas Gallery, combining both art and finance. The theme was ESG investing, more commonly known as socially responsible investing, or

Towerpoint Wealth welcomed our new Wealth Management Intern, Alex Poulos, to the family today. Alex comes to us from U.C. Davis, where he will be a senior this fall and looking

We take great pride at Towerpoint Wealth in serving our clients as a fully independent wealth management firm, but being independent does not mean being alone. The partnerships we continue to develop with financial

The entire Towerpoint Wealth team took a full day away from their responsibilities at the office to roll up our sleeves and help the homeless community in Sacramento, volunteering to

We received the official notification letter in the mail this week – our Client Service Specialist, Raquel Jackson, passed her exam and is now an official Notary Public here in California. Congratulations, Raquel! Click HERE to

A BIG thank you to our Client Service Specialist, Raquel Jackson, and to Leigh Emery, IACCP® of Dynasty Financial Partners, as we upgraded our financial technology “stack” in implementing a comprehensive new cloud-based compliance system. Leigh continues to be

Towerpoint Wealth clients John and Yvette Haluck proudly toast the recent payoff of their mortgage, AND John’s retirement, as of December 31, 2018, with two glasses of bubbly! John, Yvette,

Sam Stovall, Chief Investment Strategist of U.S. Equity Strategy at CFRA, joined this week’s Towerpoint Wealth Investment Committee meeting to discuss his current outlook for the U.S. and global economy and financial markets.

Towerpoint Wealth clients Bob and Bridget Gransee proudly toast the recent payoff of their mortgage with two glasses of bubbly! Bob, Bridget, congratulations to both of you, and we love

Earlier this month, our Director of Tax and Financial Planning, Steve Pitchford, was a guest of George Grombacher’s Money Savage podcast. Steve and George spent 20 minutes discussing income tax

New Artwork for TPW’s Lobby A huge thank you to Frank Damiano for the original new piece of art, “Long Distance” 2018, 48″ x 48″, oil and collage on canvas. Our lobby

We are extremely excited to welcome Raquel Jackson to the Towerpoint Wealth family as the firm’s new Client Service Specialist. Raquel comes to us from the Golden1, where she was a

We had an absolute blast hosting 21 of our close clients and friends at the Towerpoint Wealth client appreciation / cooking demonstration last night! A big thank you to the

A big thank you to Sierra Sacramento Valley Medical Society (SSVMS) and Lindsay Coate, for partnering with Towerpoint Wealth at the second annual SSVMS “Joy of Medicine” Summit at the

Everyone at Towerpoint Wealth enjoyed a great day of giving back to the community a little through Habitat for Humanity of Greater Sacramento. We enjoyed some solid team-building, getting dirty