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.