Towerpoint Wealth
www.towerpointwealth.comTowerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. We founded our firm with the goal of providing peace-of-mind in guiding our clients toward reaching their financial independence, and to maintain this financial independence once they have “shifted gears” into retirement. At the same time, we have developed a specialization in helping current and former technology employees in properly managing the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. We are here for you, and interested in helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
Read moreTowerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. We founded our firm with the goal of providing peace-of-mind in guiding our clients toward reaching their financial independence, and to maintain this financial independence once they have “shifted gears” into retirement. At the same time, we have developed a specialization in helping current and former technology employees in properly managing the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. We are here for you, and interested in helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
Read moreCountry
State
California
City (Headquarters)
Sacramento
Employees
1-10
Founded
2017
Social
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View all employeesPotential Decision Makers
Director of Research and Analytics
Email ****** @****.comPhone (***) ****-****Partner , Wealth Manager
Email ****** @****.comPhone (***) ****-****Associate Wealth Advisor
Email ****** @****.comPhone (***) ****-****Client Service Specialist
Email ****** @****.comPhone (***) ****-****
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