Towerpoint Teams Up With Dynasty as Independent RIA

July 26, 2017,

Towerpoint Teams Up With Dynasty as Independent RIA

Though California’s Bay Area is riddled with RIAs, Sacramento, the state’s “rapidlygrowing” capital, is not. Towerpoint Wealth’s recent inception may help fill this gap with its three experienced employees—Joseph Eschleman, President, Lori McKinney, Director of Client Services, and Nathan Billigmeier, Director of Research and Analytics. McKinney and Billigmeier are joining from Wells Fargo Advisors. The team previously managed a combined $250 million in client assets and will bring their established clients into their new venture. They will be joining the Dynasty Network of Advisory firms. “Towerpoint Wealth has a tremendous opportunity in this market, with strong experience in working with wealthy entrepreneurs, executives and their families in developing long-range financial-planning strategies,” said Shirl Penney, Dynasty’s CEO. Read article