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. We are here for you, and interested in helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
View Top Employees from Towerpoint WealthWebsite | http://towerpointwealth.com |
Revenue | $1 million |
Employees | 9 (8 on RocketReach) |
Founded | 2017 |
Address | 500 Capitol Mall. Suite 1060, Sacramento, California 95814, US |
Phone | (916) 405-9140 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Chronos Wealth Management L.L.C, Constant Guidance Financial, Reynolds Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Towerpoint Wealth annual revenue was $1 million in 2024.
Joseph Eschleman is the President of Towerpoint Wealth.
8 people are employed at Towerpoint Wealth.
Towerpoint Wealth is based in Sacramento, California.
The NAICS codes for Towerpoint Wealth are [52393, 523, 5239, 52].
The SIC codes for Towerpoint Wealth are [62, 628].