Updated November 20, 2023
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Towerpoint Wealth, LLC

Investment Advisor Firm
Total assets under management$357M
Years in business7+

About Towerpoint Wealth, LLC

Towerpoint Wealth, LLC is a boutique independent financial planning firm with a legal fiduciary responsibility to its clients. With over 110 years of combined experience, Towerpoint Wealth offers its clients exceptional knowledge, planning, and service.

The firm's primary goal is to provide peace of mind by guiding clients toward reaching their financial independence and helping them maintain it throughout retirement. Towerpoint Wealth has also developed expertise in assisting current and former technology employees in managing the risk and tax consequences of their RSUs and concentrated stock positions.

The team at Towerpoint Wealth consists of advisors who hold credentials such as Certified Financial Planner® (CFP), Certified Investment Management Analyst® (CIMA), and Certified Public Accountant (CPA). As a boutique wealth management firm, they have a legal fiduciary obligation to their clients and are committed to constructing customized, disciplined, and comprehensive financial, investment, and retirement plans.

After nearly 18 years working at a major Wall Street firm, the founders of Towerpoint Wealth decided to establish their own independent investment advisor firm based on the principles of independence, transparency, and client advocacy. Since 2017, they have been dedicated to providing personalized financial services focusing on long-term stability.

In summary, Towerpoint Wealth aims to work with clients to construct disciplined plans and strategies during times of stability so that they remain unchanged during times of volatility or unpredictability. By doing so, they strive to remove the hassle of coordinating financial affairs for their clients and help them live happier lives while enjoying retirement.

Pricing options

Monthly Fee
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Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Wealth Management
  5. Investment Management

More about Towerpoint Wealth, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2885935

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