Call Towerpoint Wealth

Private Client Login

(916) 405-9140

SEARCH

Towerpoint Wealth
  • Home
  • About ▾
    • Our Wealth Management Team
    • Our Investment Committee
    • Our Mission
    • Our Values
    • Our Core Beliefs
    • Community Involvement
    • Advanced Professional Designations
    • Ideal Client / Professional Fees
  • Planning & Strategy ▾
    • Wealth Management Process
    • Financial Planning Process | RightCapital® software
    • Wealth Management Philosophy
    • Responsible Investing
    • List of Needed Documents
  • Services ▾
    • Wealth Management Services
    • Fiduciaries and Trustees
    • Specialized Services for Attorneys
  • Benefits of Independence ▾
    • Why Independent
    • Code of Professional Responsibility
    • Fiduciary Standard
    • Triangulation of Advice
    • FAQs
  • Partners ▾
    • Operations
    • Technology
    • Custody
    • Investment Research
    • Compliance
  • Spotlight ▾
    • Financial Wealth Blog
    • Video Library
    • Financial Guides & Checklists
    • Trending Today Newsletter
    • Fiduciary Focus Newsletter
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Wealth Management Careers
  • Contact
  • Private Client Login
Skip to content
  • Home
  • About ▾
    • Our Wealth Management Team
    • Our Investment Committee
    • Our Mission
    • Our Values
    • Our Core Beliefs
    • Community Involvement
    • Advanced Professional Designations
    • Ideal Client / Professional Fees
  • Planning & Strategy ▾
    • Wealth Management Process
    • Financial Planning Process | RightCapital® software
    • Wealth Management Philosophy
    • Responsible Investing
    • List of Needed Documents
  • Services ▾
    • Wealth Management Services
    • Fiduciaries and Trustees
    • Specialized Services for Attorneys
  • Benefits of Independence ▾
    • Why Independent
    • Code of Professional Responsibility
    • Fiduciary Standard
    • Triangulation of Advice
    • FAQs
  • Partners ▾
    • Operations
    • Technology
    • Custody
    • Investment Research
    • Compliance
  • Spotlight ▾
    • Financial Wealth Blog
    • Video Library
    • Financial Guides & Checklists
    • Trending Today Newsletter
    • Fiduciary Focus Newsletter
    • Wealth Management Resources
    • A Wealth Of Knowledge Podcast
    • Wealth Management Careers
  • Contact
  • Private Client Login
Is $2 Million Enough to Retire? Please complete this form and download your free white paper to find out!

15 - 5?

Loading
How to Optimize Selecting Your Financial Advisor? Please complete this form and download your free white paper to find out!
Loading

Financial Wealth Blog

Towerpoint Wealth family at Lori’s wedding
August 4, 2017by Towerpoint Wealth
Towerpoint Wealth Lori Wedding
Towerpoint Wealth August 4, 2017 No Comments

Towerpoint Wealth family at Lori’s wedding

The Towerpoint Wealth family at Lori and Aaron’s wedding

TPW This Just in
Post navigation
← Towerpoint Wealth headquarters
Lori and Aaron’s wedding →

Posts

  • Unlock 6 New Tax Moves to Prepare You for 2025
  • Is $2 Million Enough to Retire? 5 Steps to Retiring with $2 Million
  • Don’t Let Taxes Take the Gains: Year-End Strategies for Smart Investors
  • New Chips on the Block: Nvidia’s Dow Debut
  • Celebrating Client Partnerships and New Beginnings
Trending Today Subscribe Button

TPW Trending Today

Attorney Portrait

Unlock 6 New Tax Moves to Prepare You for 2025

Year-end tax moves to position you for success! As the holiday season fills the air with giving and gratitude, it’s also the perfect time to give yourself the gift of proactive financial planning and minimizing your tax obligation to Uncle Sam. With 2025 on the horizon, the tax landscape may see significant shifts that could […]

Read more
Talk To Us
Towerpoint Wealth X logo

ABOUT US

Towerpoint Wealth
500 Capitol Mall, Suite 2060
Sacramento, CA 95814

Phone: (916) 405-9140

Sacramento Financial Advisor Firm

A Wealth of Knowledge Podcast

EXPLORE

  • Home
  • About Us
  • Careers
  • Services
  • Spotlight
  • Contact Us
  • Cybersecurity
  • Privacy Policy
  • Disclosures
  • ADV PART 2A
  • Form CRS

FINANCIAL WEALTH BLOG

  • Money Musing
  • News & Media
  • This Just in
  • Trending Today
  • Guides & Checklists

SERVICES

  • Portfolio
  • Financial
  • Employment
  • Retirement
  • Impact
  • Family

WEALTH MANAGEMENT TEAM

  • Joseph Eschleman | CIMA® President
  • Jonathan W. LaTurner | Partner Wealth Advisor
  • Steve Pitchford, CPA, CFP® | Director of Tax and Financial Planning
  • Megan M. Miller, EA | Associate Wealth Advisor
  • Nathan P. Billigmeier | Director of Research and Analytics
  • Lori A. Heppner | Director of Operations
  • Michelle Venezia | Client Service Specialist
  • Luis Barrera | Marketing Specialist
  • Isabelle Orozco | Office Coordinator
Sacramento Web Design by TaylorMade Web Creations.
©2017-2024 Copyright Towerpoint Wealth
Sacramento Financial Advisors and Sacramento Financial Planners

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.

We enjoy the opportunity to connect with our clients in person to deepen our relationships and foster healthy communication and planning, and though we are a Sacramento wealth management firm, we regularly partner with clients in Granite Bay, Rocklin, Roseville, Folsom, El Dorado Hills, Auburn, Davis, and throughout the Northern California region.

 

 

Top Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset