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Megan M
Series 63, Series 65
Sacramento, CA
Towerpoint Wealth, LLC
Megan Miller is an Associate Wealth Advisor at Towerpoint Wealth, LLC in Sacramento, CA, with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, the State of California Department of Housing, Apercen Partners, and Keller Williams. Outside of her advisory role, she operated Miller Creations Online from 2019 to 2023. Towerpoint Wealth manages approximately $561 million for individual and high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, financial planning, and retirement plan consulting using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis with tailored strategies across various asset classes.
Joseph E
Series 63, Series 65
Sacramento, CA
Towerpoint Wealth, LLC
Joseph Eschleman is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, with 27 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Prudential Equity Group. Eschleman also advises clients on cryptocurrency investments through Eaglebrook Advisors. Towerpoint Wealth manages approximately $561 million for individual and high-net-worth clients, as well as trusts, estates, and business plans. The firm offers wealth management, financial planning, and retirement plan consulting, using a multi-disciplinary investment approach tailored to client objectives and risk tolerances.
Jonathan L
Series 66
Sacramento, CA
Towerpoint Wealth, LLC
Jonathan Laturner is a financial advisor at Towerpoint Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. In addition to his advisory role, he is licensed to sell fixed and traditional insurance products. Towerpoint Wealth manages approximately $561 million for individual and high-net-worth clients, trusts, estates, and business plans. The firm provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services using a team-based, multi-disciplinary investment approach.
Nathan B
Series 66
Sacramento, CA
Towerpoint Wealth, LLC
Nathan Billigmeier is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. At Towerpoint Wealth, he serves as Director of Research and Analytics, focusing on research, reporting, and portfolio construction. Towerpoint Wealth manages approximately $561 million for individual and high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, financial planning, and retirement plan consulting, employing a team-based, multi-disciplinary investment approach that includes tailored strategies using stocks, bonds, mutual funds, ETFs, and other instruments.
Steven P
CFP®, Series 65
Sacramento, CA
Towerpoint Wealth, LLC
Steven Pitchford is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Towerpoint Wealth, LLC since 2018. Prior to joining Towerpoint Wealth, he worked at Bingham, Osborn & Scarborough LLC from 2015 to 2017 and took a sabbatical in 2017–2018. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes long-term, short-term, and active trading strategies tailored to client objectives.
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