Tower Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, managing roughly $47 million across about 218 client accounts and offering both discretionary and non‑discretionary portfolio management. The firm also provides assistance with 401(k) plans and their participants and publishes a firm website for client information.
The firm’s investment activity is concentrated in exchange‑traded equities (about 75% of separately managed account assets), with allocations to registered investment companies and cash making up much of the remainder, and it delivers ongoing portfolio management alongside financial planning. Like most peers, Tower Wealth charges fees based on assets under management and emphasizes continuous, regular supervisory services for client portfolios.
Tower Wealth is atypical for a firm of its size in that it discloses a related person, Tower Financial Management Company, and reports that two employees are licensed insurance agents and that it is affiliated with an insurance company or agency. Those affiliations mean the firm offers insurance products through licensed personnel and maintains an affiliated adviser relationship—features that are less common among supported firms and that the firm discloses in its ADV.
Client services
Expertise
Main office
301 S. County Farm Rd, Suite D
Wheaton IL 60187
Advisors at this office
2
Most active in
Illinois
Also doing business as
Alpha Capital Advisors, Inc. · Corporate Retirement Solutions Group · Tower Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Graham C
Series 66
Wheaton, IL
Tower Wealth Advisors, Inc.
Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. in Wheaton, IL, holding a Series 66 designation with 16 years of industry experience. He has worked at Tower Wealth Advisors since 2016, following prior roles at Robert Baird & Co. and Morgan Stanley. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on exchange-traded equities within its portfolio management and also offers assistance with 401(k) plans.
Paul C
Series 63, Series 65
Wheaton, IL
Tower Wealth Advisors, Inc.
Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.
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