Towerpoint Wealth - Invidious

Towerpoint Wealth

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.

Helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.

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8:46

2026 Market Outlook: Planning for Complexity, Not Predictions

Towerpoint Wealth

Shared 1 week ago

133 views

4:10

A Year in Review & Looking Ahead to 2026 | A Message from President Joseph Eschleman

Towerpoint Wealth

Shared 2 weeks ago

72 views

4:32

Are 50-Year Mortgages the Future of Homeownership? | Towerpoint Wealth x ABC10 Dollars & Sense

Towerpoint Wealth

Shared 2 weeks ago

36 views

8:50

The Top Year-End Tax-Saving Strategies YOU Should Know

Towerpoint Wealth

Shared 3 weeks ago

157 views

7:53

Time in the Market vs. Timing the Market: Why Long-Term Investors Win

Towerpoint Wealth

Shared 1 month ago

45 views

2:12

Retirement Plan Consulting in Sacramento | Fiduciary Guidance for Businesses

Towerpoint Wealth

Shared 1 month ago

35 views

7:53

Do YOU Have Too Much Cash? | The Hidden Cost of Cash Drag

Towerpoint Wealth

Shared 1 month ago

72 views

7:29

The end of the year financial checklist YOU NEED!

Towerpoint Wealth

Shared 2 months ago

81 views

8:36

The Great Wealth Transfer

Towerpoint Wealth

Shared 4 months ago

95 views

2:50

10 Big Tax Changes from the One Big Beautiful Bill | What You Need to Know [Infographic]

Towerpoint Wealth

Shared 4 months ago

116 views

4:33

President Joseph Eschleman on ABC10’s “Dollars & Sense” – Breaking Down Tax Changes

Towerpoint Wealth

Shared 4 months ago

147 views

8:11

Is Crypto the Future of Wealth? What Every Investor Should Know!

Towerpoint Wealth

Shared 6 months ago

237 views

5:51

Warren Buffett’s Greatest Wealth-Building Strategy (And How YOU Can Use It, Too!)

Towerpoint Wealth

Shared 6 months ago

72 views

6:20

Fiduciary vs Broker: Why Choose an Independent Financial Advisor?

Towerpoint Wealth

Shared 7 months ago

88 views

9:13

The Future of Social Security: What You Need to Know (And Why It’s NOT Going Away)

Towerpoint Wealth

Shared 7 months ago

104 views

5:31

How to Save on Taxes in 2025 | Tax Planning Strategies You Can Use Today

Towerpoint Wealth

Shared 9 months ago

58 views

12:32

What investors need to know about the form 1099

Towerpoint Wealth

Shared 9 months ago

106 views

10:56

Unlocking the Secrets to Stress-Free Retirement Spending!

Towerpoint Wealth

Shared 10 months ago

160 views

57:57

Health Care & Your Retirement | Towerpoint Wealth Webinar

Towerpoint Wealth

Shared 11 months ago

502 views

5:39

Are You Getting the Social Security Benefits You Deserve?

Towerpoint Wealth

Shared 11 months ago

17K views

9:04

6 Tax Moves You Should Consider For 2025

Towerpoint Wealth

Shared 1 year ago

148 views

9:36

The Year End Tax Surprise You Didn't See Coming!

Towerpoint Wealth

Shared 1 year ago

138 views

12:40

Trump's Next Move: Renew The TCJA?

Towerpoint Wealth

Shared 1 year ago

610 views

2:28

Towerpoint Wealth Open House Recap – Thank You for Joining Us!

Towerpoint Wealth

Shared 1 year ago

140 views

12:43

How Do Interest Rates Impact Your Stock Portfolio? | Understanding the Impact of Fed Rate Cuts

Towerpoint Wealth

Shared 1 year ago

399 views

8:48

Trump or Biden? How will the 2024 Election will affect my portfolio?

Towerpoint Wealth

Shared 1 year ago

434 views

7:34

5 Things You Need to Know about BULL Markets!

Towerpoint Wealth

Shared 1 year ago

157 views

13:13

Top 5 Tax Season Questions, Answered!

Towerpoint Wealth

Shared 1 year ago

100 views

1:06

Why is Towerpoint Wealth different?

Towerpoint Wealth

Shared 1 year ago

221 views

2:08

Towerpoint Wealth Community Day at Front Street Animal Shelter

Towerpoint Wealth

Shared 2 years ago

88 views

4:23

20 Investing Mistakes To Avoid (Special Series) Part 4

Towerpoint Wealth

Shared 2 years ago

71 views

4:28

20 Investing Mistakes To Avoid (Special Series) Part 3

Towerpoint Wealth

Shared 2 years ago

40 views

4:17

20 Investing Mistakes To Avoid (Special Series) Part 2

Towerpoint Wealth

Shared 2 years ago

58 views

5:07

20 Investing Mistakes To Avoid (Special Series) Part 1

Towerpoint Wealth

Shared 2 years ago

93K views

1:03:29

What is artificial intelligence? AI Decoded: Unlocking the secrets of artificial intelligence!

Towerpoint Wealth

Shared 2 years ago

364 views

11:00

Four Reasons Why Treasury Bills (T-Bills) May Be Better than CDs! | Treasury Bills vs CDs

Towerpoint Wealth

Shared 2 years ago

2.5K views

3:47

Towerpoint Wealth's Out of This World Client Appreciation Gala Recap

Towerpoint Wealth

Shared 2 years ago

140 views

14:31

FIRE Investing for Financial Independence Ignite Your Path to Financial Independence!

Towerpoint Wealth

Shared 2 years ago

537 views

1:02

TPW Community Day at Cathedral of the Blessed Sacrament.

Towerpoint Wealth

Shared 2 years ago

26 views

6:09

Your Real Estate ROI and the Current Sacramento Real Estate Market | Dollars and Sense ABC10

Towerpoint Wealth

Shared 2 years ago

18K views

16:51

Is 2 Million Enough to Retire? How much do I need to retire? | Retirement income strategies

Towerpoint Wealth

Shared 2 years ago

26K views

5:50

Cryptocurrency, Dollars and Sense: Is now a good time to adopt cryptocurrency?

Towerpoint Wealth

Shared 2 years ago

67 views

0:59

Recap of Towerpoint Wealth's First Annual Spring Mixer

Towerpoint Wealth

Shared 2 years ago

39 views

1:01:12

West Sacramento Real Estate Investment Meet Up group recap | 9 tax tips for real estate investors.

Towerpoint Wealth

Shared 2 years ago

218 views

6:53

Towerpoint Wealth, Charles Schwab, and the Recent Regional Bank Failures

Towerpoint Wealth

Shared 2 years ago

95 views

12:27

The Necessary Evils of Investing: Reducing Taxes and Expenses | Minimize Income Taxes

Towerpoint Wealth

Shared 2 years ago

194 views

1:01

Towerpoint Wealth Team Learn CPR and First Aid!

Towerpoint Wealth

Shared 2 years ago

27 views

3:22

Megan M. Miller, EA I Associate Wealth Advisor I Towerpoint Wealth Sacramento

Towerpoint Wealth

Shared 3 years ago

121 views

6:40

The TPW Team Holiday Memories & Wishes for the new year.

Towerpoint Wealth

Shared 3 years ago

57 views

1:04

2022 Towerpoint Wealth Company Holiday Party

Towerpoint Wealth

Shared 3 years ago

47 views

1:10

A special holiday message from Towerpoint Wealth

Towerpoint Wealth

Shared 3 years ago

71 views

11:13

Economy in Recession? | Five specific strategies to help you recession proof your portfolio

Towerpoint Wealth

Shared 3 years ago

231 views

1:06

The Towerpoint Wealth Team Community Day at the Cathedral of the Blessed Sacrament

Towerpoint Wealth

Shared 3 years ago

42 views

21:49

Maximize stock compensation: Does your RSU selling strategy grow net worth?

Towerpoint Wealth

Shared 3 years ago

329 views

1:04:53

Alternative Investments Forum

Towerpoint Wealth

Shared 3 years ago

91 views

1:35

Towerpoint Wealth Team Take Flight at iFly Sacramento

Towerpoint Wealth

Shared 3 years ago

31 views

15:24

Cryptocurrency future | Why Crypto is Here to Stay and Not Going Away | Decentralized finance

Towerpoint Wealth

Shared 3 years ago

143 views

2:07

Towerpoint Wealth's 5 Year Anniversary Picnic at Sutter Health Park Home of The Sacramento Rivercats

Towerpoint Wealth

Shared 3 years ago

132 views

2:24

Community Day with The American River Parkway Foundation

Towerpoint Wealth

Shared 3 years ago

89 views

10:46

What is the Definition of a Fiduciary | What is a fiduciary financial advisor, why should you care?

Towerpoint Wealth

Shared 3 years ago

236 views