TOWERPOINT WEALTH, LLC

Overview

Towerpoint Wealth, LLC is an independent registered investment adviser that combines discretionary wealth management with financial planning and advisor selection for both individuals/families and institutional clients. The firm operates as a capital allocator and favors a core-satellite approach: a heavy allocation to public funds and ETFs for core exposure, supplemented by manager-selected alternatives and third-party strategies where they see value. Towerpoint identifies as an active ESG investor, suggesting environmental, social and governance factors are incorporated into at least some of its client portfolios and manager-selection processes. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers. Their billing model is flexible, using percentage-of-AUM fees alongside hourly and fixed-fee engagements for planning or consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices