What departments does Towerpoint Wealth have?

Towerpoint Wealth has employees across 1 departments including Customer Success.

What is the largest department at Towerpoint Wealth?

The largest department at Towerpoint Wealth is Customer Success with 1 employees.

Where are Towerpoint Wealth employees located globally?

Towerpoint Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Towerpoint Wealth's team size changed over time?

Towerpoint Wealth's team has remained stable from approximately 8 to 8 employees based on available data.

Towerpoint Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Towerpoint Wealth is a boutique independent financial planning firm that operates with a legal fiduciary duty to its clients, aiming to act in their best interests at all times. Based in Sacramento, California, the firm emphasizes peace of mind through comprehensive guidance for achieving and maintaining financial independence, including retirement planning and risk management. With more than a century of combined experience among its advisers, Towerpoint Wealth focuses on delivering personalized planning and service to its clients, prioritizing trust and ongoing support. The firm also specializes in helping technology employees manage the tax and risk considerations associated with RSUs and concentrated stock positions, addressing a niche within the broader wealth-management landscape. In December 2023, the company announced the launch of a four-part educational video series addressing common investing mistakes identified by the CFA Institute, reflecting its emphasis on education and client-focused insights.

Towerpoint Wealth Global Highlights

North America
13

United States Of America
13

Towerpoint Wealth's Leadership

L. M.
Director Of Client Services
Mobile Phone
Email

Towerpoint Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Other

Contact profiles from Towerpoint Wealth

Name

Title

Contact

Location

Last Update

L. M.
Director Of Client Services
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Towerpoint Wealth known for?

Towerpoint Wealth was founded in 2017 operates in the Financial Services industry. Explore Towerpoint Wealth's company overview page for more information.

What is Towerpoint Wealth's most common email format?

Towerpoint Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Towerpoint Wealth email formats with LeadIQ.

How many employees does Towerpoint Wealth have currently?

Towerpoint Wealth has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Towerpoint Wealth's key employees and leadership?

As of August 2026, Towerpoint Wealth's key employees include:

Director Of Client Services: L. M.

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Towerpoint Wealth Employee Directory

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