Black Diamond investor experience video tutorial.
Towerpoint Wealth’s newest digital tool, Riskalyze is used specifically to better help us help you:
1.) In setting your portfolio return expectations using risk (rather than average return)
2.) In using high level risk analytics to tangibly assess the Risk Number of a portfolio
Towerpoint Wealth Tips – Episode 1
Three tips to help build and protect your net worth.
Health + Wealth: The Ultimate Welness Prescription
We were fortunate to have 45 clients, colleagues, and friends join us for the “Wealth + Health: The Ultimate Wellness Prescription” client appreciation event we hosted on October 2nd. We are proud to have brought together such an amazing group of people to not only socialize and mingle, but also to listen to and synthesize the important message that Dr. Bill Lloyd, MD delivered during his presentation. Marrying the inseparable lifelong connection between financial and physical #wellness, Dr. Lloyd discussed the key concepts of 1.) awareness, 2.) connection, 3.) resources, 4.) preparation, and 5.) trust, and their pertinence when navigating a more effective and comprehensive approach to growing older.