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  • Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
  • Employee-owned, which ensures our incentives are aligned with our clients
  • 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
  • Customized portfolios created to meet each client’s unique needs
  • Commitment to outstanding client service

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Contact us today for a complimentary portfolio review. Particularly during this highly volatile time it is important to assess your current portfolio to see if it is positioned to meet your long- term needs.

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Wealth and Asset Management for You

Independent

As an employee-owned firm, we are guided by one principal–doing what is in the best interest of the clients. Our portfolios are customized for each client’s needs, with complete transparency as to the individual stocks and bonds we manage in their accounts.

Experienced

Our extensive experience in the investment industry means that we have seen up markets, down markets and everything in between. That private wealth management experience provides us with the perspective to manage each client’s portfolio consistent with their particular needs, regardless of the market conditions.

Client Focused

The process of working with a client starts with a thorough understanding of their life goals, their risk tolerance and their need for growth and income. Understanding a client’s needs is an ongoing process. We ensure that changing needs and goals are taken into account when revisiting each client’s financial plan every year.

WEALTH AND ASSET MANAGEMENT TEAM

The Tower Bridge Difference

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality wealth management advice alongside outstanding client service. As a registered investment advisor, we manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser-like focus on our clients’ needs. Our wealth advisors each have, on average, more than 25 years’ experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client’s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution truly customized for each client.
Our rigorous investment process results in a customized asset allocation for each client. Each client’s portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client’s requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in-person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

Economic Update

April 2023 Webinar - Banks, the Economy and Valuation

April 2023 Economic Update – The Banks, The Economy and Valuation

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses three key topics impacting investors – Banks, the Economy and Valuation. Please watch as Jim provides some perspective on these topics and gives investors some sense of how to position portfolios for what lies ahead.

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Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

April 9, 2025 – In a storm, the best advice is to hunker down and stay as safe as you can. Markets are screaming and all the news at the moment is bad. Despite Trump’s efforts to draw capital to the U.S., it is leaving. No one likes uncertainty. What’s happening today will force changes to a hastily implemented policy. But until we know what the changes are, hunker down, stay liquid and don’t overreact.

“What do we do now?” After yesterday’s wild ride, the question is voiced even louder. Yesterday proved that whatever people thought they knew, they didn’t. Here’s what we know, or…

April 9, 2025 – In a storm, the best advice is to hunker down and stay as safe as you can. Markets are screaming and all the news at the moment is bad. Despite Trump’s efforts to draw capital to the U.S., it is leaving. No one likes uncertainty. What’s happening today will force changes to a hastily implemented policy. But until we know what the changes are, hunker down, stay liquid and don’t overreact.Read More

April 7, 2025 – What a week! Judging from markets overseas, the rough ride will continue when markets open today. While some reaction or rationalization of tariffs announced last week is likely to be forthcoming, investors fear the worst right now and are seeking safety until clarity improves. While it may be tempting to bargain hunt, perhaps in hopes that Trump will moderate the level of tariffs as countries offer appeasement, stock markets don’t rise simply on hope and dreams. Valuations, despite last week’s carnage, still aren’t low historically although there are bargains and more will appear if the decline continues at last week’s pace for much longer.

The VIX is a commonly noted index that measures fear and anxiety. It is based on option premiums, the thought being that higher premiums denote greater expected volatility. In this…

April 7, 2025 – What a week! Judging from markets overseas, the rough ride will continue when markets open today. While some reaction or rationalization of tariffs announced last week is likely to be forthcoming, investors fear the worst right now and are seeking safety until clarity improves. While it may be tempting to bargain hunt, perhaps in hopes that Trump will moderate the level of tariffs as countries offer appeasement, stock markets don’t rise simply on hope and dreams. Valuations, despite last week’s carnage, still aren’t low historically although there are bargains and more will appear if the decline continues at last week’s pace for much longer.Read More

April 3, 2025 – President Trump’s surprise tariff announcement has triggered significant market volatility, escalated trade war fears, and prompted analysts to revise down corporate earnings forecasts. Consumer confidence is also waning, with concerns about economic prospects compounding the uncertainty caused by the new tariffs. Despite this, long-term investors should focus on the potential opportunities arising from market corrections, maintaining a balanced and diversified portfolio to navigate the anticipated volatility.

Tariff announcement spooks investors After the market closed yesterday, President Trump announced sweeping tariffs which triggered a sharp decline in U.S. stock markets. The proposed tariffs, with a baseline of…

April 3, 2025 – President Trump’s surprise tariff announcement has triggered significant market volatility, escalated trade war fears, and prompted analysts to revise down corporate earnings forecasts. Consumer confidence is also waning, with concerns about economic prospects compounding the uncertainty caused by the new tariffs. Despite this, long-term investors should focus on the potential opportunities arising from market corrections, maintaining a balanced and diversified portfolio to navigate the anticipated volatility.Read More

March 31, 2025 – Don’t lose sight of the core game plan, to reduce the Federal deficit through a combination of tariffs, a reduction in the Federal bureaucracy, and tax reform. The conflict today, is that the tariff pain happens now while tax benefits come later. The mismatch roils markets. April will see a crescendo of tariff news, economic data that probably projects lower growth this year, and a likely reduction of earnings expectations as companies report first quarter results in a couple of weeks. Keeping cash reserves for now seems to be a prudent posture.

It’s been a tough month for stocks. Assuming no change today, it will be the worst month for equities since 2022. Consumers are in a foul mood as measured by…

March 31, 2025 – Don’t lose sight of the core game plan, to reduce the Federal deficit through a combination of tariffs, a reduction in the Federal bureaucracy, and tax reform. The conflict today, is that the tariff pain happens now while tax benefits come later. The mismatch roils markets. April will see a crescendo of tariff news, economic data that probably projects lower growth this year, and a likely reduction of earnings expectations as companies report first quarter results in a couple of weeks. Keeping cash reserves for now seems to be a prudent posture.Read More

March 27, 2025 – A couple of weeks ago, NCAA college basketball March Madness was just getting underway. After several surprise upsets and some chaos among millions of brackets, we now know which teams are in the Sweet Sixteen final games. Over the past 40 years, only three men’s teams have had a long streak of winning years making it into the finals. As in the stock market, last year’s darlings may not be this year’s victors, but good companies can reinvent themselves and market volatility can work both ways.

More March Madness Tariff policy has been dominating headlines and impacting market volatility this year. The Magnificent 7 technology stocks had rebounded the last few days, but fell 3% yesterday…

March 27, 2025 – A couple of weeks ago, NCAA college basketball March Madness was just getting underway. After several surprise upsets and some chaos among millions of brackets, we now know which teams are in the Sweet Sixteen final games. Over the past 40 years, only three men’s teams have had a long streak of winning years making it into the finals. As in the stock market, last year’s darlings may not be this year’s victors, but good companies can reinvent themselves and market volatility can work both ways.Read More

March 24, 2025 – Last week’s earnings from FedEx, Micron, Lennar and Nike, all on the same evening serve as a prelude to the pending earnings season. Stocks of all four companies declined 5-10% the next day as expectations for the coming months were lowered. Before we get to earnings season in about three weeks, we will see an onslaught of tariff news. There are no signs of recession yet, but the odds are higher than 30 days ago. It is probably prudent to maintain larger than normal cash reserves until passing the heart of earnings season about a month from now.

Last week’s big economic event, the FOMC meeting, turned out to be fairly a non-event. The Fed kept interest rates steady as expected while raising its inflation forecast and lowering…

March 24, 2025 – Last week’s earnings from FedEx, Micron, Lennar and Nike, all on the same evening serve as a prelude to the pending earnings season. Stocks of all four companies declined 5-10% the next day as expectations for the coming months were lowered. Before we get to earnings season in about three weeks, we will see an onslaught of tariff news. There are no signs of recession yet, but the odds are higher than 30 days ago. It is probably prudent to maintain larger than normal cash reserves until passing the heart of earnings season about a month from now.Read More

March 20, 2025 – Fed Chairman Powell’s reassuring statements about “transitory” inflation and the Fed’s decision to slow balance sheet reduction triggered a significant market rally, despite downward revisions to 2025 growth and earnings forecasts. The current economic landscape is heavily influenced by political policy changes, creating heightened uncertainty and potential volatility for investors. While a lower 10-year Treasury yield is a potential silver lining, gold’s recent surge to all-time highs raises questions about its relative valuation compared to other assets and its historical correlation with U.S. debt growth.

Transitory—not again! Stocks surged yesterday, with the S&P 500 experiencing its largest gain since July, while bond yields fell sharply following the Fed’s March meeting, press release, and news conference.…

March 20, 2025 – Fed Chairman Powell’s reassuring statements about “transitory” inflation and the Fed’s decision to slow balance sheet reduction triggered a significant market rally, despite downward revisions to 2025 growth and earnings forecasts. The current economic landscape is heavily influenced by political policy changes, creating heightened uncertainty and potential volatility for investors. While a lower 10-year Treasury yield is a potential silver lining, gold’s recent surge to all-time highs raises questions about its relative valuation compared to other assets and its historical correlation with U.S. debt growth.Read More

March 17, 2025 – Friday’s rally was a relief but, unless there is significant follow through today, it should be viewed simply as a relief rally. Since the start of the 21st century there have been three shock and awe moments that have frozen consumers and businesses in place leading to economic contractions of various lengths, 9/11, the Great Recession, and Covid-19. We may be at a fourth as both consumers and businesses face so many rapid fire events that they freeze in place. For equities to move higher, confidence needs to be restored and investors need to see a pathway to a better life promised by less government, increased productivity and reduced deficits.

The 21st century is almost a quarter old. Over that span there have been three distinct shock and awe moments for investors, 9/11, the collapse of Lehman Brothers, and the…

March 17, 2025 – Friday’s rally was a relief but, unless there is significant follow through today, it should be viewed simply as a relief rally. Since the start of the 21st century there have been three shock and awe moments that have frozen consumers and businesses in place leading to economic contractions of various lengths, 9/11, the Great Recession, and Covid-19. We may be at a fourth as both consumers and businesses face so many rapid fire events that they freeze in place. For equities to move higher, confidence needs to be restored and investors need to see a pathway to a better life promised by less government, increased productivity and reduced deficits.Read More

March 13, 2025 – The NCAA college basketball tournament known as March Madness kicks off this coming weekend. Part of the allure for fans is the unpredictability of the NCAA tournament. Cinderella stories, surprise upsets and general chaos among millions of March Madness brackets nationwide are the norm. As in the stock market, unpredictability and uncertainty are part of the investing process, and last year’s winners may not be this year’s victors.

March Madness Last year, the University of Connecticut (UConn) Huskies repeated as national men’s college basketball champions, becoming just the eighth program and the ninth team overall to achieve this…

March 13, 2025 – The NCAA college basketball tournament known as March Madness kicks off this coming weekend. Part of the allure for fans is the unpredictability of the NCAA tournament. Cinderella stories, surprise upsets and general chaos among millions of March Madness brackets nationwide are the norm. As in the stock market, unpredictability and uncertainty are part of the investing process, and last year’s winners may not be this year’s victors.Read More

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