Tower View Wealth Management LLC

Sophia Bradshaw is a CFP® and holds a Series 66 license, with six years of industry experience. She has worked at Tower View Investment Management & Research LLC since 2020 and spent one year at Robert W. Baird. Prior to her advisory career, she was affiliated with the University of Wisconsin-Madison for four years. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, combining discretionary investment management with financial planning and guidance on stock options, 401(k) plans, and 529 accounts. The firm employs a bottoms-up, long-term investment approach focused on stock- and fund-specific analysis, managing portfolios with model allocations adjusted for tax and household considerations.

Emily Cuadra is a financial advisor at Tower View Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Investment Planners, Inc., Lululemon, and other firms. Outside of her advisory role, she serves as treasurer and board member for the local Wild Youth Wrestling Club and works part-time as a wedding coordinator for The Sports Shed, DBA Brighton Acres. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, focusing on discretionary investment management combined with financial planning and guidance on stock options, 401(k)s, and 529 plans. The firm employs a bottoms-up, long-term investment approach emphasizing stock- and fund-specific analysis and manages approximately $282 million across a small advisory team.

Raman Ghei is a CFA® charterholder with 25 years of industry experience. He has been with Tower View Investment Management & Research LLC since 1999. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, pension plans, and other clients. The firm employs a bottoms-up, long-term investment approach focused on stock- and fund-specific analysis, combining discretionary portfolio management with financial planning and guidance on retirement and education accounts.

Mariah Magana Mayorga is a financial advisor at Tower View Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Tower View since 2021. Prior to her current role, she worked at Appanasha Pet Clinic and has a background that includes various positions during her education. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, combining discretionary investment management with financial planning and guidance on stock options, 401(k) choices, and 529 plans. The firm employs a bottoms-up, long-term investment approach focused on stock- and fund-specific analysis and manages portfolios tailored to tax considerations and client needs.