Matt Regan No Comments

Suitability vs. Fiduciary

When hiring a financial advisor, you expect him or her to always act in your best interests, 100% of the time, right? Unfortunately, this is not always the case. Click below and watch a quick video from Matt Regan, and learn about the important difference between the fiduciary standard and the suitability standard, how they can impact your financial and wealth management plan, and ultimately, your success in growing and protecting your net worth and assets.

Towerpoint Wealth No Comments

President Joseph Eschleman Interviewed by Diamond Consultants

The ability to freely and creatively communicate with clients has proven to be critical during the COVID-19 crisis. And it is this freedom that served as one of the primary drivers of the decision to establish Towerpoint Wealth as a fully independent wealth management firm back in 2017. Click below to listen to Louis Diamond, of Diamond Consultants, interview our president, Joe Eschleman, as they discuss how leaving Wells Fargo, with the help of Dynasty Financial Partners and Charles Schwab, and establishing Towerpoint Wealth allowed him to freely and creatively engage with clients and prospects, offer a much broader suite of services and products, and act as a true legal fiduciary to each TPW client.