Towerpoint Wealth
In Towerpoint Wealths current newsletter, the discussion focused on “Will $2million be enough to retire on”. As the newsletter states, “depends”I always thought a millionaire was a very rich person certainly not a goal I could ever attain . My parents, who raised 6 children, could never have envisioned that kind of retirement comfort. We did not begin our retirement savings until our mid 40's when we met Joseph. We have achieved that $2 million goal thanks to Joseph's guidance and the team at Towerpoint. We made sure our daughter understood the importance of starting that plan early and at 15 opened her Roth with Joseph. I do not worry about her future. I am grateful for the guidance and patience I receive from my advisor and “therapist” . I encourage you to read the entire...
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- Wealth Management Services
- Fiduciaries and Trustees
- Specialized Services For Attorneys
Sentiment Analysis
We have been long-term clients of Joseph since before Towerpoint Wealth was formed, and been very happy with the advice and stewardship of our investments.
The TPW team are great people, extremely knowledgeable on all things financial, and industry contacts to assist with retirement planning, taxes, real estate, trusts, insurance, etc.
The support and genuine interest in achieving the best results for my family is what makes them special.
His guidance and advice for navigating to retirement and beyond is invaluable.
Excellent service by Joseph and his team
No pressure to purchase or sell stocks or bonds.
I've been working with Towerpoint Wealth, LLC for the past several years.
I’m very impressed with their professionalism and look forward to a long relationship.
We rely on his expertise and contacts for all things money and finance related, most recently in regards to connecting us with a mortgage lender with the best rates and lowest fees for a new home purchase.
It's always been my feeling that you can believe in a company that has loyal long-time employees and Towerpoint does.
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