Towerpoint Wealth
500 Capitol Mall, Sacramento, California, United States
About the Towerpoint Wealth
Towerpoint Wealth is a finance institution located at 500 Capitol Mall in Sacramento, California. We specialize in helping clients remove the hassle of coordinating all their financial affairs to live a happier life and enjoy retirement. Our services include minimizing taxes, optimizing retirement income, providing professional fiduciary services, and managing Restricted Stock Units (RSUs). Our team of Certified Financial Planners, Investment Management Analysts, and Certified Public Accountants are dedicated to creating customized financial, investment, and retirement plans for clients in Northern California and throughout the United States. We offer experienced wealth management counsel, planning, and coordination to assist higher net worth families, professionals, and retirees. As fiduciary financial advisors, we prioritize our clients' best interests and provide educational resources to help them make informed financial decisions. Whether you're looking to build wealth, generate retirement income, or protect your assets, we are here to help you achieve your financial goals and retire comfortably. Contact us today to partner with a trustworthy and qualified financial advisor in Sacramento.
Photos of Towerpoint Wealth
500 Capitol Mall #1060, Sacramento, CA 95814, United States
Opening hours of Towerpoint Wealth
Monday:
07:30 - 16:00
Tuesday:
07:30 - 16:00
Wednesday:
07:30 - 16:00
Thursday:
07:30 - 16:00
Friday:
07:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews of Towerpoint Wealth
"Working with Joe and the team at Towerpoint has been an absolute pleasure. Their expertise and dedication to guiding me towards a secure retirement have been invaluable. I highly recommend Towerpoint Wealth for anyone looking for top-notch retirement planning services."
"Towerpoint Wealth provides the most professional and beneficial wealth management services ever. Thank you to Joe Eschelman and team for 4-1/2 years of service to our family."
"Words can not beginning to describe the level of excellence Towerpoint Wealth exhibits. I am truly grateful for their professionalism, wisdom, and competence with my financial investments. This company truly goes above, and beyond. I would highly recommend them to anyone ready to invest in their future. In such uncertain financial times…… it never is to early to start. Thank you guys for everything. Sincerely Corina Bronny ICU RN"
"Joseph and the whole team are great communicators and present information clearly and in a timely fashion. They are responsive, thoughtful, caring and humorous. They know me and my interests and my financial goals and desires and work to help me realize them. Special shout out to Lori, who is amazing!"
"Getting close to retirement age (a few years away)and I have faithfully contributed to my 401k and have been making my own investment/allocation decisions. I am a buy and hold investor- never sold in a downturn and tried not to invest in an upturn market. I would reevaluate my positions twice yearly. I have always had a hard time selling to reap profits. Wisdom states to become less aggressive as one nears retirement so I soul searched and determined that is what I must do for my retirement years and an investment advisor would be in my best interest. I did my due diligence by searching multiple sites/firms and even interviewed a few. I highly recommend you do the same. One of the firms was Towerpoint Wealth. Going in I had the usual emotions-anxiousness, a feeling of wasting my time again, wondering if they would fit my investment style, etc. Immediately upon entering their office I felt invited and welcomed. Jonathan and Steve introduced themselves before I even had a chance to meet Joseph. On our first meeting Joseph was very knowledgeable, addressed my concerns, interests, and asked about my goals, plans, and future visions. On my next meeting with Joseph I was presented with a game plan on a white board addressing how the firm can help with my goals and lifestyle wishes. Very impressive. This company fit my investment style and temperament (Is there such a thing?) As a small fish in the ocean they made me feel like a large fish. So, after about 2 years of searching, Towerpoint Wealth is my personal decision. I don’t think you could do yourself a disservice by putting Towerpoint on your interview list. As I am a fairly new client to their service I will update my review down the line as the situation warrants. So far a great start and have complete confidence it will be a great relationship. Best wishes on your journey also. Jim P.S. Shout out to Lori for her excellent communication informing me of any needs/concerns."
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