TW
Towerpoint Wealth
Planificación financiera personalizada para un futuro seguro y próspero.
5
Business
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Planificación financiera personalizada para un futuro seguro y próspero.
Towerpoint Wealth es una firma de asesoría financiera de confianza en Sacramento, que ofrece gestión de inversiones personalizada y planificación financiera integral. Como fiduciarios, el equipo prioriza los mejores intereses de los clientes, ayudando a personas y familias a maximizar sus ahorros para la jubilación y a alcanzar metas a largo plazo. Con un enfoque en el crecimiento conservador, un servicio atento y receptivo, y el compromiso con la comunidad, Towerpoint Wealth ofrece la tranquilidad y la experiencia necesarias para la jubilación y más allá.
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Estrategias de cartera a medida para un crecimiento equilibrado y conservador que respalde sus metas financieras a largo plazo.
Planificación integral para ayudarle a hacer una transición suave hacia la jubilación con confianza y seguridad.
Asesoramiento ético centrado en el cliente, que garantiza que todas las recomendaciones estén en su mejor interés.
Asistencia para definir y alcanzar objetivos financieros específicos mediante configuraciones de cuentas estructuradas.
Revisiones periódicas, actualizaciones del mercado y asistencia ágil de un equipo dedicado para una tranquilidad continua.
Calificación general
Michael Capili
After researching local wealth management firms, I discovered Towerpoint Wealth and reached out with what started as a simple, cold inquiry in 2023. That initial contact turned out to be one of the best decisions I've ever made for my family's financial future. From the very first call, I was connected with Megan Miller, and it was immediately clear that she and her team were the right partners to have in our corner. Megan stands out for her professionalism, genuine understanding of our needs, meticulous attention to detail, and—most importantly—exceptional responsiveness. She never leaves questions unanswered or concerns unaddressed. Thanks to her guidance and the strong, coordinated support from the entire Towerpoint team, I no longer lose sleep over our financial future. We feel truly secure and well-positioned for whatever comes next. My family and I are deeply grateful for Megan's expertise and the trustworthy group behind her. We're excited to remain long-term clients under Megan's thoughtful leadership. If I could give more than 5 stars, I absolutely would—this level of care and results is rare and invaluable.
Desiree Dorantes
I’ve been to several Towerpoint Wealth mixer events and they’re always such a great experience. The atmosphere is welcoming, the conversations are meaningful, and everything is organized so well. The team is professional but also very approachable, which makes it easy to connect and feel comfortable. You can tell they genuinely care about building real relationships in the community. I always enjoy attending their events and look forward to the next one! — Desiree
theresa Kandris
I was referred to Joe Eschleman by my very seasoned CPA, who trusted Joe enough to work with him personally. That recommendation came at a pivotal time in my life, after the death of my husband who primarily managed our finances, and I could not be more grateful for it. Joe’s role as a fiduciary was an important factor for me, but what has truly set him apart is the way he lives that responsibility every day. He genuinely cares about my long‑term goals and consistently acts with integrity, clarity, and compassion. Joe is personable and easy to talk to, yet he never hesitates to share difficult truths when they’re necessary to keep me on track. He does so with patience and tact, always making sure I understand the “why” behind every recommendation. His follow‑through has been exceptional. Joe works seamlessly with the other professionals on my team, including my CPA and Trust Attorney, and he has attended meetings with them to ensure I receive comprehensive, coordinated support. After each meeting, he checks in to make sure I’m clear on what was discussed and what steps come next. That level of attentiveness has been invaluable. The long tenure of his staff speaks volumes about his leadership and character. The internal strength of the TowerPoint Wealth team translates directly into the quality of service clients receive. Their rates are transparent and reasonable, especially given the depth of expertise and the genuine care that comes with being a client. I have been incredibly pleased with Joe and the entire TowerPoint Wealth team. Their professionalism, compassion, and commitment to their clients is truly exceptional.
Jonathan Gheorghica
I recently surpassed a year working with Towerpoint Wealth and it has been one of my favorite experiences. They are stand up, respectable, and trustworthy people who care for the details and that is something that I love. They all have personality which makes the experience all the better. If anyone should handle your money, it’s these guys!
Daniela Morales
I recently watched a retirement webinar by Towerpoint Wealth and found it extremely informative. The webinar answered many of the questions I’ve had about planning for retirement and helped clarify things in a way that was easy to understand. I appreciate how educational and straightforward the webinar was. I’m looking forward to scheduling the complimentary call to ask a few more specific questions and continue the conversation.
LUZ ROBLES
As someone who is getting close to retirement, I truly appreciate the online resources from Towerpoint Wealth. Their retirement guides and educational videos have been very helpful and easy to understand. There is a lot of valuable information available, and it gives me confidence knowing it’s coming from a trusted fiduciary firm. Thank you for providing such thoughtful and informative content!
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