Towerpoint Wealth No Comments

Schwab/Dynasty/TPW

We take great pride at Towerpoint Wealth in serving our clients as a fully independent wealth management firm, but being independent does not mean being alone. The partnerships we continue to develop with financial industry leaders allows us to leverage the expertise of important external resources, as evidenced by our meeting yesterday at TPW’s downtown headquarters with Erik Feldman of Schwab Advisor Services, and Tom Glamuzina of Dynasty Financial Partners. Both Erik and Tom, along with Dynasty and Schwab, provide us direct support and counsel as we refine and improve our client service offering and internal systems and procedures, and we feel extremely fortunate to have them as part of the Towerpoint Wealth team.