Towerpoint 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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 500 Capitol Mall.,
- Phone
- 1.916.405.9140
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- towerpointwealth.com
- Keywords
- Wealth Management, Investment Planning, Financial Planning, Retirement income planning, RSU and stock option management, Strategic portfolio management, Charitable giving, Retirement planning, Economic peace of mind, Removing the hassle, Wealth protection, Tax minimization.
- HQ
- Sacramento , CA
- Competitors
- LBW Wealth Management, Lake Washington Wealth Management Group, Felderstein, Fitzgerald, Willoughby Pascuzzi & Rios LLP, Optivest Wealth Management, Wealth Enhancement, Total Wealth Planning, LLC, Express Employment Professionals - Northeast Sacramento, Vandalia Wealth Management, Haight Brown & Bonesteel, Allworth Financial.
Towerpoint Wealth Questions
Towerpoint Wealth's helpline number is 1.916.405.9140
Towerpoint Wealth's website is towerpointwealth.com
Towerpoint Wealth's LinkedIn profile is https://www.linkedin.com/company/towerpointwealth
Towerpoint Wealth has
11 employees.
View email and phone details for 11
employees at Towerpoint Wealth.
Towerpoint Wealth's industry is
Financial Services
Towerpoint Wealth's top competitors are
Lbw Wealth Management,
Lake Washington Wealth Management Group,
Felderstein, Fitzgerald, Willoughby Pascuzzi & Rios Llp,
Optivest Wealth Management,
Wealth Enhancement,
Total Wealth Planning, Llc,
Express Employment Professionals - Northeast Sacramento,
Vandalia Wealth Management,
Haight Brown & Bonesteel,
Allworth Financial.
Towerpoint Wealth's support email address is info@towerpointwealth.com
Towerpoint Wealth's categories are Financial Services
Towerpoint Wealth's founding year is 2017
