Towerpoint Wealth, LLC logo

Towerpoint Wealth, LLC

Updated today

Client assets under management

$557,472,953

Clients

561

29% high-net worth

Advisors

5

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

112

Very High

Average account size

$993,713

About

Towerpoint Wealth advises individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with a suite of services that includes discretionary wealth management, written financial planning and periodic portfolio monitoring, and retirement plan consulting. The firm structures individualized portfolios that may include public and private securities and provides implementation and ongoing oversight consistent with clients’ objectives and risk tolerances.

Towerpoint describes a multi‑method investment process using fundamental, technical, and cyclical analysis and employing strategies that range from long‑term purchases to short‑term trading. The brochure explicitly discloses the use of options, margin lending, covered and uncovered option strategies, and investments in alternative and digital‑asset vehicles — all activities the firm notes carry material and sometimes elevated risks.

Compared with many peer team firms, Towerpoint highlights a broader set of higher‑risk capabilities (derivatives and the use of borrowing in managed accounts, and direct exposure to digital and illiquid alternative investments) and discloses potential conflicts tied to its advisors’ broker‑dealer registrations and a recommended cash‑management product for which the firm may receive compensation. The brochure also addresses its advertising and solicitation practices and the firm’s receipt of in‑kind support from custodians and institutional relationships that facilitate its service delivery.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies ESG / Sustainable investing

Fee options

Fixed

Flat fees for financial planning and consulting not to exceed $10,000

Percentage

$0 - $1,000,000: 1.30% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $7,500,000: 0.75% $7,500,000 - $10,000,000: 0.65% $10,000,000 - $15,000,000: 0.60% $15,000,000+: Negotiable

Commissions

Representatives are registered representatives of Purshe Kaplan Sterling Investments and receive commissions for sales of securities and insurance products.

Project-based

Maximum hourly fee not to exceed $350

Main office location

Towerpoint Wealth, LLC

500 Capitol Mall, Suite 2060

Sacramento CA 95814, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Nevada · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Megan M

Series 63, Series 65

Sacramento, CA

Towerpoint Wealth, LLC

Megan Miller is an Associate Wealth Advisor at Towerpoint Wealth, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, the State of California Department of Housing, Apercen Partners, and Keller Williams. Outside of her advisory role, she operated Miller Creations Online from 2019 to 2023. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with various trading strategies tailored to client objectives.

Options & derivatives strategies ESG / Sustainable investing
user avatar

Joseph E

Series 63, Series 65

Sacramento, CA

Towerpoint Wealth, LLC

Joseph Eschleman is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Eschleman also advises clients on cryptocurrency investments through Eaglebrook Advisors. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis with various trading strategies tailored to client objectives.

Options & derivatives strategies ESG / Sustainable investing
user avatar

Jonathan L

Series 66

Sacramento, CA

Towerpoint Wealth, LLC

Jonathan Laturner is a financial advisor with Towerpoint Wealth, LLC in Sacramento, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies tailored to client objectives.

Options & derivatives strategies ESG / Sustainable investing
user avatar

Nathan B

Series 66

Sacramento, CA

Towerpoint Wealth, LLC

Nathan Billigmeier is a financial advisor at Towerpoint Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. At Towerpoint Wealth, he serves as Director of Research and Analytics. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing long-term, short-term, and active trading strategies tailored to client objectives.

Options & derivatives strategies ESG / Sustainable investing
user avatar

Steven P

CFP®, Series 65

Sacramento, CA

Towerpoint Wealth, LLC

Steven Pitchford is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Towerpoint Wealth, LLC since 2018. Prior to joining Towerpoint Wealth, he worked at Bingham, Osborn & Scarborough LLC from 2015 to 2017 and took a sabbatical in 2017–2018. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes long-term, short-term, and active trading strategies tailored to client objectives.

Options & derivatives strategies ESG / Sustainable investing
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