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Tower

Towerpoint Wealth, LLC is proud to be a fully-independent, full-service boutique wealth management firm, launched in May of 2017. Our singular mission at Towerpoint Wealth is to afford you, our client, complete financial peace of mind. We help you develop and execute on a cohesive, customized, and disciplined plan and strategy to properly coordinate ALL of your financial affairs, with the goal of achieving, and then maintaining, your complete financial independence. Sustainable investing (also known as ESG or socially responsible investing) has been a central area of expertise for Towerpoint Wealth since the firm was founded, and we leverage a unique and proprietary ESG/socially responsible investment process and platform to help you, our client, align your portfolio and investments with your personal values.

Recent Content By Towerpoint Wealth
ESG Channel

What's In A Name? Responsible Investing (RI)

By Steve Pitchford, Director of Tax and Financial Planning

Responsible investing has captured...

Popular Articles

Nasdaq Portfolio Solutions Channel

Momentum May Be Cool, but This ETF Could Be Heating Up

High beta and value stocks are outperforming the S&P 500 this year while momentum names are...

News

ETF of the Week: U.S. Global's GOLD and Precious Metal ETF, GOAU

ETF Trends CEO Tom Lydon discussed the U.S. Global GO GOLD and Precious Metal Miners ETF (GOAU)...

Retirement Income Channel

Steering Retirees Away from High-Risk Investments

Investors are often wooed by how big institutional players, endowments, and pension plans play...