• 500 Capitol Mall #2060, Sacramento, CA 95814
  • info@towerpointwealth.com
  • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Schedule An Appointment
  • (916) 405-9140
  • 500 Capitol Mall #2060, Sacramento, CA 95814
  • info@towerpointwealth.com
  • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • Schedule An Appointment
  • (916) 405-9140
×

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

  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • 500 Capitol Mall, Suite 2060 Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com
  • towerpointwealth.com

Our Recent Posts

Towerpoint WealthTax Loss Harvesting
Tax Loss Harvesting
Blog

Tax Loss Harvesting in 2025: A High-Net-Worth Investor’s Guide to Reducing Taxes and Maximizing After-Tax Returns

  • by Towerpoint Wealth
  • July 12, 2025

Verify your email

We sent a 6-digit code to .

Subscribe To Our Industry Newsletter

Select list(s) to subscribe to

Spring 2026: Managing Client Assets Through Periods of Uncertainty
Fiduciary News

Spring 2026: Managing Client Assets Through Periods of Uncertainty

  • May 18, 2026

Trending Today Newsletter

Select list(s) to subscribe to

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
Living Will vs. Trust: What Your Family Should Understand Before Retirement
TPW Trending Today

Living Will vs. Trust: What Your Family Should Understand Before Retirement 

  • August 7, 2026

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Trending Today Newsletter

Subscribe
  • Living Will vs. Trust: What Your Family Should Understand Before Retirement
    Living Will vs. Trust: What Your Family Should Understand Before Retirement 
    by Towerpoint Wealth
    August 7, 2026

Mobile Navigation

  • Client Login
    • Charles Schwab
    • Black Diamond
    • Schedule An Appointment
  • Home
  • About Us
    • About Us
    • Our Team
    • Benefits of Independence
  • Our Process
    • Our Wealth Management Process
    • Wealth Management Philosophy
    • Financial Planning Process
    • Our Fees & List Of Documents Needed
    • Responsible Investing
  • Our Services
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Fiduciary Financial Advisor
    • Fiduciaries and Trustees
  • Resources
    • Blog
    • TPW Trending Today
    • Financial Guides & Checklists
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Video Library
  • FAQs
  • Contact
  • With deep expertise in wealth management, investment planning, and legacy preservation, we empower clients to achieve long-term financial confidence.

Location

  • 500 Capitol Mall, Suite 2060
    Sacramento, CA 95814
  • (916) 405-9140
  • info@towerpointwealth.com

Explore

  • Home
  • Resources
  • FAQs
  • Contact
  • ADV Form
  • Privacy Policy
  • Career
  • SchwabSafe®

About Towerpoint

  • About Us
  • Our Process
  • Benefits of Independence
  • Our Team
  • Responsible Investing
  • Fees

Services

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Fiduciary Financial Advisor
  • Fiduciaries and Trustees

Towerpoint Wealth is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Towerpoint Wealth unless a client service agreement is in place. No portion of any content on this website is to be interpreted as a testimonial or endorsement of Towerpoint Wealth investment advisory services and it is not known whether any clients referenced herein approve of Towerpoint Wealth or its services; nor should it be assumed that any references to our clients are representative of all of our clients’ experiences.

Towerpoint Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Towerpoint Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

  • Copyright © 2026 Towerpoint Wealth
TALK TO US