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

Financial Planning

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Why Fidiuciaries Choose Us

At towerpoint Wealth, our Fidiuciary Group brings 27 years of collective experience in guiding Professional Private Fidiuciaries, Third-Party Trustees, Conservators, Administrators, and family members through the inctricate aspests of Trust Administration, Speacial Needs Planning, Conservatorships, and Estate Administrations. We are dedicated to helping you meet your fidiuciary responsibilities with precision, adhering to the stringent guidelines of the Uninform Prudent Investor Act and California State Probate Code.

And most important, as an independent Registered Investment Advisory firm, we're bound by the same fidiuciary standard as the fidiuciaries we work with. Our dedication is to you.

OUR TESTIMONIALS

What Our Clients Are Saying

Hear from clients who have trusted Towerpoint Wealth to guide them toward financial independence. Their stories reflect the personalized strategies, expert guidance, and lasting relationships that set us apart.

“Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes... ”

Lee W Miller

Napa Real Estate

“I'm thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth - and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step. Joseph and his team are quick to respond to all my questions, and after having experience with many other financial institutions/planners over the years, I cannot recommend Towerpoint Weath enough - I'll never leave!”

Katie Eager

CEO

“Since winding down and now retired we have moved nearly all of our stock portfolio and cash assets to Towerpoint Wealth and have found the transition convenient and easy. Joseph Eschleman and his team have been very informative and are managing our funds to allow for a balanced conservative growth. If you want to focus more time for family and retirement, we recommend Towerpoint Wealth to manage your funds.”

Gerardo and Jennie Calvillo

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Discover How We Can Help You Build, Protect, and Grow Your Wealth

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A Proven Process

How We Support Fiduciaries Every Step of the Way

We collaborate closely with attorneys, trustees, and conservators to simplify complex financial responsi-
bilities and deliver consistent results.

We're here to support you and your business

Our business is built around the hallmark of ensuring that you, as a Fiduciary, have the support, coordination, and expertise you need to meet your clients' and their loved one's needs. Our fully coordinated Fiduciary services provide direct support to you in helping you manage your clients' Financial management needs, affording you peace of mind and aloowing you to focus on other areas of your Fiduciary business. If you;re curious to learn more, check out our FAQs below.

We understand the unique role of a trustee and your personal liability

Given our years of experience, we understand and appreciate your responsibilities and unique personal liability as a trustee, conservator or administrator for your specialty clients or love one. Over the years, we have developed an extensive understanding of and experience with the relveant laws and regulations governing professional fidiuciaries to help you stay compliant.

From start to finish we apply a disciplined process

Understanding your often large and varied workload, we take ownership and responsibilty over all coordination to ensure you are effectively meeting your clients' needs. From start to finish Towwerpoint Wealths Fiduciary group will guide you through a well-developed process to best understand, serve and educate you and your clients in a comprehensive, coordinated fashion.

Get to know

Your Fiduciary Team

Our fiduciary services team works side by side with legal professionals and trustees to simplify complex
responsibilities. Every relationship begins with trust and shared purpose.

Jonathan W. LaTurner
Partner, Wealth Advisor

Contact Jonathan      jlaturner@towerpointwealth.com
916-405-9152

Schedule a Call

Megan M. Miller,EA
Associate, Wealth Advisor

Contact Megan      mmiller@towerpointwealth.com
916-405-8168

Connect With Us

Michelle Venezia
Client Service Specialist

Contact Michelle      mvenecia@towerpointwealth.com
916-405-9167

Connect With Us
Talk with a Fiduciary Specialist

Schedule a brief call to learn how our team can simplify your fiduciary work.

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updates from the Towerpoint Fiduciary Team.

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strategies—straight from the Towerpoint team.

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What Makes Towerpoint Wealth Different?

At Towerpoint Wealth, we go beyond traditional financial advising and wealth management, we are your dedicated partners in building, protecting, and managing your wealth. As a fiduciary firm, we are legally and ethically committed to acting in your best interest, 100% of the time, providing coordinated, transparent, and highly personalized financial strategies tailored to your unique personal and financial goals. With deep expertise in wealth management, investment planning, retirement income, tax minimization, estate planning, and legacy preservation, we seek to instill in you a foundational, longer-term confidence, knowing that all of your financial affairs are properly coordinated.

Learn More

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We Offer The Benefits

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Activities and Features

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  • Powerful database store
  • Easy to access all projects
  • Effortless courier allocation

Any questions find here

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Salmon cherry salmon combtail gourami frigate mackerel snake mackerel side-down catfish finback cat shark. Re fiawRsh bonefish trahira bristlenose , longnose lancetfish morid. Duis gravida augue velit eu dignissim felis posuere quis. Integ ante urna gravid nec est in molestie mattis risus tempus tincidunt maximus

Salmon cherry salmon combtail gourami frigate mackerel snake mackerel side-down catfish finback cat shark. Re fiawRsh bonefish trahira bristlenose , longnose lancetfish morid. Duis gravida augue velit eu dignissim felis posuere quis. Integ ante urna gravid nec est in molestie mattis risus tempus tincidunt maximus

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