Spring 2026: Managing Client Assets Through Periods of Uncertainty Welcome to the latest edition of.
Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Towerpoint Wealth provides expert financial guidance to clients nationwide, helping them build and secure their financial future.
States with active clients trusting our counsel and planning
Average years of experience for all TPW team members
Client partnerships built on trust, care, and coordination
Hear from clients who have trusted Towerpoint Wealth to guide them toward financial independence. Their stories reflect the personalized strategies, expert guidance, and lasting relationships that set us apart.
At Towerpoint Wealth, we deliver highly tailored wealth management, financial planning, and asset management solutions for clients in El Dorado Hills, CA, and the surrounding region. Whether you’re a business owner, a medical professional, or preparing for retirement, our team of credentialed financial advisors and certified financial planners brings the structure, clarity, and long-term strategy you need to thrive in any market environment.
We are passionate about serving high net worth individuals who want to protect, grow, and ultimately pass on their wealth responsibly. Our team meets rigorous ongoing certification requirements and operates as a fully independent, fiduciary firm offering conflict-free advice tailored to your goals.
Choosing a financial partner isn’t just about managing your portfolio, it’s about building a lifelong relationship rooted in trust and performance.
Navigating a major life or career change
Preparing for retirement or an exit from their business
Growing or diversifying their investments
Facing tax complexities or estate planning challenges
Seeking objective consulting and accountability from a seasoned advisor
Our clients often begin their search looking for “wealth management near me” and stay with us because of our proactive service, transparent fee structure, and deep expertise.
At Towerpoint Wealth, we don’t believe in isolated financial decisions. We offer fully integrated management services built to support your full financial picture, business and personal, present and future.
Your portfolio should be more than a collection of holdings; it should be a roadmap to your future. We build custom portfolios for each client, designed to manage risk, optimize tax-efficiency, and provide growth across changing market cycles. Our El Dorado Hills financial advisors and analysts actively monitor and adjust to turbulent markets to help you stay on track.
Retirement today is more complex than ever. From income distribution strategies and Social Security timing to tax mitigation and long-term care planning, we ensure your retirement plan is structured to last. Our certified financial planners provide clear projections, so you feel confident in your next chapter.
As a El Dorado Hills business owner, your personal and professional financial lives are deeply intertwined. We help you create tax-efficient compensation strategies, employee benefits plans, contingency structures, and ultimately, a plan for business succession. Whether you’re passing it down or preparing for a sale, we help you build and preserve value.
A thoughtful estate plan ensures your assets are transferred smoothly, tax-efficiently, and according to your values. We coordinate with your estate attorney to ensure wills, trusts, and titling are integrated with your financial plan. For many clients, we help prepare heirs for the responsibility of wealth while also building philanthropic giving strategies.
We take a forward-thinking approach to financial transactions, asset location, charitable giving, and income distribution, working directly with your CPA or tax attorney to implement actionable tax-saving tactics across all areas of your plan.
→ Learn more about our management services
Choosing a financial partner means aligning with someone who truly understands the full scope of your life, and the stakes involved.
We don’t sell products, receive commissions, or answer to outside institutions. Our only obligation is to you. Our fiduciary duty, grounded in the Certified Financial Planner Board’s standards, means your interests come first, always.
We serve a select number of clients so we can offer deeply personalized attention. Every client engagement is led by a senior advisor, supported by our in-house team, and driven by proactive communication.
Our El Dorado Hills team includes multiple CFP® professionals who maintain their designation through rigorous education and ongoing certification requirements. We also draw on backgrounds in business leadership, college-level instruction, and securities industry consulting.
We live and work in El Dorado Hills, with an office in Midtown, yet we’ve built wealth strategies for clients across California, Nevada, and beyond. We understand how regional tax structures, real estate markets, and business environments influence your long-term decisions.
A recently promoted vice president at a private El Dorado Hills firm approached us with a range of financial goals: preparing for retirement, organizing business planning, and ensuring his growing portfolio was tax-efficient.
Created a customized asset allocation model aligned with liquidity and legacy goals
Structured a succession plan for his ownership interest in the business
Collaborated with his CPA to implement proactive tax mitigation strategies
Designed a retirement income framework to begin five years before his planned exit
“The Towerpoint team helped me turn years of scattered saving into a focused strategy. Their team addressed not only my investments, but also my business, tax, and estate planning needs, all in one place.”
— Towerpoint Client, Sacramento CA
El Dorado Hills Entrepreneurs seeking help with business planning, asset management, and exit strategy
Retired executives seeking dependable income and estate transfer strategies
Professionals navigating change, inheritance, or death in the family
High-earning couples seeking a trusted advisor to oversee their investments, tax strategy, and generational planning
Family stewards who want help with charitable giving and multi-generational wealth management
At Towerpoint Wealth, our mission is to simplify your financial life and empower you to live more purposefully. We help you create a tailored strategy that reflects your values, adapts with life’s twists, and delivers measurable results.
If you’ve been searching for “wealth management near me” or want to meet with a seasoned financial advisor in El Dorado Hills, our team is ready to help. Visit our office, speak with a certified financial planner, and start building a future that reflects your vision.
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updates from the Towerpoint Fiduciary Team.
At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.
While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.
Spring 2026: Managing Client Assets Through Periods of Uncertainty Welcome to the latest edition of.
Conversations around Roth IRA conversions tend to come up frequently around retirement planning. They’re often.
This is where proactive executive transition planning becomes important. Because once income shifts and timelines.
Without coordinated tax planning, investors often face a higher tax burden than necessary. Selling investments.
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