Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement. We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner(R) (CFP), as a Certified Investment Management Analyst(R) (CIMA), and as a Certified Public Accountant (CPA).
As a fiduciary financial advisor to our clients, we are acutely attuned, but rarely reactive, to the latest financial, societal, and economic developments. Being a boutique wealth management advisory firm, one of the ways we fulfill our legal fiduciary responsibility to you, our client, is through the publication of various informational white papers, blog posts, and educational videos.
As a fiduciary financial advisor to our clients, we are acutely attuned, but rarely reactive, to the latest financial, societal, and economic developments. Being a boutique wealth management advisory firm, one of the ways we fulfill our legal fiduciary responsibility to you, our client, is through the publication of various informational white papers, blog posts, and educational videos.
Services
We set out on the road to full independence in May of 2017, after nearly eighteen years spent working at a major Wall Street firm. We sought to create our own boutique investment advisor firm based on the principles of independence, transparency, and client advocacy.
We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner(R) (CFP), as a Certified Investment Management Analyst(R) (CIMA), and as a Certified Public Accountant (CPA).
We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner(R) (CFP), as a Certified Investment Management Analyst(R) (CIMA), and as a Certified Public Accountant (CPA).
As a boutique, fully-independent wealth management firm, we have a legal fiduciary responsibility to each of our clients, and operate solely in your best interests. Unlike advisors who are employees of any of the major Wall Street firms, we are completely free from corporate agendas, and not subject to profitability targets and production minimums.
Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement. To fulfill our mission as a Sacramento Wealth Management firm, we maintain a dedicated focus on you, our client.
While we are unable to guarantee specific financial outcomes, we are confident that our experience, sensibility, discipline, integrity, and individualized approach will help markedly increase the probability of your success in achieving, and then protecting, your financial independence.
While we are unable to guarantee specific financial outcomes, we are confident that our experience, sensibility, discipline, integrity, and individualized approach will help markedly increase the probability of your success in achieving, and then protecting, your financial independence.
In our personal and professional lives, we regularly encounter circumstances that interfere with our peace of mind and test our patience and character. Facing tough decisions is part of the normal course of being a parent, spouse, coach, son or daughter, colleague, advisor, and business associate. At Towerpoint Wealth, we believe that self-esteem, fulfillment, and resilience are nurtured by acting in accordance with a set of core life values.
Towerpoint Wealth works to provide our clients with financial peace of mind. The peace of mind that comes from knowing their finances are properly coordinated and on the right track. Simply put, we help our clients take full advantage of the opportunities available to them to make better financial decisions.
Reviews (10)
Michael Braswell
Jan 29, 2022
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We have had Joseph Eschleman as our financial advisor since before he founded Towerpoint Wealth. We have so much confidence in him that we would follow him anywhere. He and his team continually provide top notch service. They are extremely professional, knowledgeable and personable. Being a fiduciary, I know Joseph is ultimately concerned about growing our money yet maintaining our financial security. We know we can count on him and his team to always do what is in our best interest.
Joseph always stays in touch with us; keeping up with us and our personal situations, and keeping us informed of
Joseph always stays in touch with us; keeping up with us and our personal situations, and keeping us informed of
Robert Holly
Jan 15, 2022
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Very professional, client centered, comprehensive financial fiduciary. We feel very comfortable with their management of our investments and their commitment to our total financial health. Not only do they manage our investments, they coordinate with our accountant and lawyer about our taxes and trust, respectively, to ensure that our investments fit into a comprehensive and secure financial plan.
Joni Wilson
Dec 31, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We joined Joseph and his group at the recommendation of friends ( clients) I was going through the death of both my parents and Joseph helped me steer the ship. He’s been wonderful to work with, explaining when I needed help and always keeping in mind my goals. I would highly recommend his firm!
We joined Joseph and his group at the recommendation of friends ( clients) I was going through the death of both my parents and Joseph helped me steer the ship. He’s been wonderful to work with, explaining when I needed help and always keeping in mind my goals. I would highly recommend his firm!
Pepper Saffron
Dec 29, 2021
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Joseph has been our financial advisor for several years. We enthusiastically followed him when he launched Towerpoint Wealth. We appreciate Joseph's perspective, balanced views, and shared options regarding investment strategies. Perhaps more important is Joseph's commitment to helping us reach our financial goals and his honed listening skills. We appreciate the service from Joseph and his responsive team and look forward to many more years of our partnership with Towerpoint.
MCatherine Lyons
Dec 27, 2021
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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
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
L. Halprin
Oct 19, 2021
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Our wonderful friendship & financial guidance relationship with Joseph Eschleman began 18 years ago, long before he formed Towerpoint Wealth. His personal integrity is as important to us as his excellent portfolio advice. He guided us during many family & professional milestones that led us to a secure retirement. He surrounds himself with colleagues of similar integrity & skill, important factors for us. He takes into account issues we care about, including climate change, social justice & corporate responsibility. Bravo, Joseph & Towerpoint!
Judy Britts
Sep 29, 2021
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From our first meeting with Joseph, before Towerpoint Wealth was formed, we knew we had found someone we could trust with helping us plan our financial future as we approached retirement. Joseph has created a team that mirrors his highest level of professionalism, caring, attention to detail, and knowledge of the financial world.
Retirement is wonderful. Having Towerpoint Wealth manage our retirement portfolio gives us peace of mind.
Retirement is wonderful. Having Towerpoint Wealth manage our retirement portfolio gives us peace of mind.
Robert Shanley
Aug 24, 2021
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We have been clients of Joseph for many years and have continued on with Towerpoint Wealth since its inception. We feel confident working with Joseph, Steve and the rest of his great team building a strong financial plan to meet our goals and retirement needs. We trust and value their guidance, together we continue to build a strong relationship. It’s a great feeling knowing that you have a knowledgeable dedicated team looking out for you and your family.
Eric Schroeder
Aug 17, 2021
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We have trusted Joseph with our financial future for over 14 years. Given his track record with our investments we had no qualms about continuing on with him as he started Towerpoint Wealth. He surrounds himself with a staff that is extremely responsive and accommodating as well as endearing. The other professionals there add expertise and value that creates a full service experience. If there is something that you are interested in they will get you the materials, information or people to provide you with an educated decision. Advice is always prominent but never forced. They make you feel like
Laurena Cabanero
Jul 26, 2021
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Joseph was our financial planner for many years prior to his starting Towerpoint Wealth and has continued in that role since. We greatly appreciated his expertise and guidance as we worked towards retirement. He also provided solid advice and direction on managing our 401K funds before rolling them into IRAs. His management along the way has allowed us to enjoy our retirement with confidence. Joseph has filled Towerpoint Wealth with quality and knowledgeable staff who have provided timely assistance for our transition to retirement and in purchasing our retirement home. We credit Joseph and
