A complete list of active advisors currently associated with Towerpoint Wealth, LLC

Warmer can help you find a great advisor at Towerpoint Wealth, LLC or one who fits your needs even better.

Towerpoint Wealth advises individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with a suite of services that includes discretionary wealth management, written financial planning and periodic portfolio monitoring, and retirement plan consulting. The firm structures individualized portfolios that may include public and private securities and provides implementation and ongoing oversight consistent with clients’ objectives and risk tolerances. Towerpoint describes a multi‑method investment process using fundamental, technical, and cyclical analysis and employing strategies that range from long‑term purchases to short‑term trading. The brochure explicitly discloses the use of options, margin lending, covered and uncovered option strategies, and investments in alternative and digital‑asset vehicles — all activities the firm notes carry material and sometimes elevated risks. Compared with many peer team firms, Towerpoint highlights a broader set of higher‑risk capabilities (derivatives and the use of borrowing in managed accounts, and direct exposure to digital and illiquid alternative investments) and discloses potential conflicts tied to its advisors’ broker‑dealer registrations and a recommended cash‑management product for which the firm may receive compensation. The brochure also addresses its advertising and solicitation practices and the firm’s receipt of in‑kind support from custodians and institutional relationships that facilitate its service delivery.

To learn more about the advisors currently working at Towerpoint Wealth, LLC, 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.