Financial Advisors
Sacramento, CA
Towerpoint Wealth is a fiduciary financial advisory firm based in Sacramento serving high-net-worth individuals, retirees, and business owners nationwide. They provide comprehensive wealth management including investment management, retirement planning, tax-efficient strategies, RSU and stock option optimization, estate planning coordination, and legacy preservation. As a fiduciary firm, they are legally committed to acting in clients' best interest and offer personalized financial strategies designed around each client's unique goals and life stage.
Ideal for: High-net-worth individuals, retirees and pre-retirees, business owners, executives with stock options
Service area: Sacramento, Northern California, and nationwide
Fiduciary Commitment: Legally and ethically bound to act in clients' best interest, providing transparent and unbiased financial guidance without commission conflicts.
Comprehensive Wealth Coordination: Partners with specialists in real estate, tax, and estate planning to coordinate all aspects of clients' financial affairs and simplify their financial life.
Specialized Expertise: Offers targeted strategies for business owners, including RSU and stock option optimization, tax reduction, and succession planning alongside traditional wealth management.
Address: 500 Capitol Mall #2060, Sacramento, CA 95814
Phone: (916) 405-9140
Website: towerpointwealth.com
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