Sacramento, CA- Based Financial Advisory Firm, Towerpoint Wealth, Expands with the Addition of Advisor Jonathan LaTurner
Mr. LaTurner Provides a Specialty Focus on Professional Private Fiduciaries
NEW YORK, NY —September 5, 2018—Towerpoint Wealth is pleased to announce that the firm has expanded with the addition of financial advisor Jonathan LaTurner. Mr. LaTurner joins the firm from Wells Fargo Advisors in Sacramento where he worked as a financial advisor since 2012. He managed approximately $50 million in client assets.
Based in Sacramento, CA, Towerpoint Wealth was launched in July 2017 by financial advisor Joseph Eschleman. Towerpoint Wealth is a member of the Dynasty Network of Advisory firms.
Prior to Wells Fargo, Mr. LaTurner worked for First Citizens Bank. He earned his B.S. in Business Administration with a concentration in Finance from California State University at Sacramento and his MBA from Drexel University’s LeBow College of Business.
Mr. LaTurner has a focus on professional private fiduciaries including conservatorships, special needs trusts, estate administration, guardianships, court blocked accounts and tribal trusts.
“As an independent advisor at Towerpoint Wealth, I will be able to provide more extensive services to this important client base of Professional Fiduciaries. I specialize in helping families or individuals with complex needs that require special attention and expertise. From helping investors who are incapacitated and don’t have family nearby, to working with their third party trustee to manage their affairs, assisting a family that might include a special needs child, or executing a complicated family trust.,” said Mr. LaTurner.
Towerpoint Wealth is an independent financial advisory firm with a client focus on pre-retirees, retirees, business owners, corporate executives, industry professionals (technology in particular), and individuals who have recently experienced a significant life event, such as the death of a spouse, a divorce, or a job or career change.
“We are delighted to welcome Jonathan to Towerpoint Wealth. He brings extensive experience in the growing area of private professional fiduciaries,” said Mr. Eschleman. “At Towerpoint, we see significant potential to expand our business in rapidly-growing Sacramento. There is a real opportunity in this region for a truly independent investment advisory firm to serve entrepreneurs, corporate executives and high net worth families.”
For more information, please visit www.towerpointwealth.com.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform, supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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