Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Financial Services We Offer
Towerpoint Wealth works to provide our clients with financial peace of mind. The peace of mind that comes from knowing their finances are properly coordinated and on the right track. Simply put, we help our clients take full advantage of the opportunities available to them to make better financial decisions. Towerpoint Wealth clients leverage the many wealth management and financial services we offer, with the singular focus of achieving, and then maintaining, their financial independence. They can live a better life while not worrying about money.
Whether you’re preparing for retirement, managing a successful business, or seeking guidance on how to protect and grow your legacy, we are here as your long-term strategic partner.
Whether you’re preparing for retirement, exiting a business, or managing multi-generational wealth, we’re here to help you build long-term financial clarity and confidence.
Whether you’re a business owner preparing for succession, a professional navigating a career transition, or a retiree seeking income stability, we design customized investment strategies aligned with your unique goals.
Whether you’re preparing for retirement, navigating a business transition, or seeking clarity in a complex financial world, our client-first approach ensures every decision is made in your best interest.
At Towerpoint Wealth, we understand that retirement isn’t the end of the road—it’s the start of a new chapter. Our Sacramento-based retirement planning services are designed to provide clarity, confidence, and financial security for high-net-worth individuals, professionals, and business owners preparing for the future.
Whether you’re navigating the complexities of wealth transfer, managing appreciated real estate, or preparing for business succession, our fiduciary-first approach ensures your plan is built to serve your best interests—today and for generations to come.
Our team works year-round—not just during tax season—to help you proactively plan for what’s ahead. As a fiduciary wealth management firm based in Sacramento, we offer tax planning that’s tailored, transparent, and fully aligned with your best interests.
At Towerpoint Wealth, our Fiduciary Group brings together 27 years of collective experience in guiding Professional Private Fiduciaries, Third-party Trustees, Conservators, Administrators, and family members through the intricate aspects of Trust Administration, Special Needs Planning, Conservatorships, and Estate Administrations.
Let’s Talk About Your Financial Future
Financial peace of mind starts with a plan. Let’s build yours together.
Schedule a consultation today to see how our independent, fiduciary approach can help you gain control of your financial future and live life on your terms.
