A complete list of active advisors currently associated with Tower Wealth Partners
Warmer can help you find a great advisor at Tower Wealth Partners or one who fits your needs even better.
Tower Wealth Partners provides wealth management, investment management, financial planning and retirement-plan advisory services to individuals (including high net worth clients), trusts, estates, businesses and employer retirement plans. The firm reports discretionary management of about $440 million in client assets across roughly 920 client relationships supported by a three-advisor team. Tower Wealth constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, and may engage unaffiliated independent managers when appropriate; its process combines fundamental and technical analysis and is generally long‑term oriented while allowing shorter‑term trades to meet client objectives. The firm conducts ongoing monitoring and periodic reviews, and serves as an ERISA fiduciary when providing retirement-plan services, including both 3(21) consulting and 3(38) investment management engagements. Distinctive features include an unusually high client-to-advisor ratio—more than 300 client relationships per advisor—which is rare among similarly supported firms and indicates the firm services a large number of individual accounts. Tower Wealth’s advisory personnel are also licensed insurance professionals who implement insurance recommendations for separate commission compensation (a disclosed conflict of interest), and the firm maintains an institutional platform relationship with Raymond James from which it receives software, systems support and other economic benefits.
To learn more about the advisors currently working at Tower Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lewisburg, PA
| 24
| |
Lewisburg, PA
| 33
| |
Carmel, IN
| 6
|
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