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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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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

January 6, 2025 – Wall Street enters 2025 with continued optimism. Keys to watch are the size of pending deficits, the ability of the Trump administration in getting a significant part of his legislative agenda passed early, and the path of 10-year Treasury yields. With that said, earnings will continue to grow, the impact of AI investment can only get bigger, and fears of political chaos may be overstated. Markets aren’t cheap but without a recession in sight, investor fears should be mitigated.

A belated Happy New Year to all! Wall Street often talks about a January barometer. What happens in January is a prelude to what happens over the next twelve months.…

January 6, 2025 – Wall Street enters 2025 with continued optimism. Keys to watch are the size of pending deficits, the ability of the Trump administration in getting a significant part of his legislative agenda passed early, and the path of 10-year Treasury yields. With that said, earnings will continue to grow, the impact of AI investment can only get bigger, and fears of political chaos may be overstated. Markets aren’t cheap but without a recession in sight, investor fears should be mitigated.Read More

January 2, 2025 – According to the Chinese Lunar Calendar, 2025 ushers in the “Year of the Wood Snake.” About 2 billion people around the world celebrate Chinese New Year, which focuses on renewal and the coming Spring season. While 2024 was the dynamic Year of the Dragon, and equity markets cooperated with strong gains, the Year of the Snake may be scaled back in terms of market returns. While worldwide economic growth is expected to continue and interest rates should maintain a downward bias driven by central bank actions, market valuations remain above historic norms. As the New Year begins, futures are indicated higher this morning.

The Year of the Wood Snake The Chinese Lunar Calendar features a 12-year cycle of animals. Each year also incorporates one of five elements: wood, fire, Earth, metal, or water,…

January 2, 2025 – According to the Chinese Lunar Calendar, 2025 ushers in the “Year of the Wood Snake.” About 2 billion people around the world celebrate Chinese New Year, which focuses on renewal and the coming Spring season. While 2024 was the dynamic Year of the Dragon, and equity markets cooperated with strong gains, the Year of the Snake may be scaled back in terms of market returns. While worldwide economic growth is expected to continue and interest rates should maintain a downward bias driven by central bank actions, market valuations remain above historic norms. As the New Year begins, futures are indicated higher this morning.Read More

December 30, 2024 – As the new year begins, all eyes will be on the evolution of Trump’s economic agenda. How different will reality be from the hyperbole of the campaign? While early Executive Order proclamations will give some hint, longer term consequences will depend on factors outside of White House direct control. Can productivity gains be sustained? What will the 2025 tax package look like? Can inflation continue to decline toward the Fed’s 2% target? Ultimately, the 10-year yield a year from now will be the arbiter of Trump’s first year performance.

Despite a down day Friday, on light volume, 2024 was a very solid year for equities. But it hasn’t been quite as solid as the performance of the S&P 500…

December 30, 2024 – As the new year begins, all eyes will be on the evolution of Trump’s economic agenda. How different will reality be from the hyperbole of the campaign? While early Executive Order proclamations will give some hint, longer term consequences will depend on factors outside of White House direct control. Can productivity gains be sustained? What will the 2025 tax package look like? Can inflation continue to decline toward the Fed’s 2% target? Ultimately, the 10-year yield a year from now will be the arbiter of Trump’s first year performance.Read More

December 27, 2024 – The S&P 500 defied expectations with a 27% gain in 2024, driven by earnings growth, AI optimism, and abundant capital in the market. Despite this strong performance, investors should maintain balance in their portfolios as valuations are near historical peaks, raising concerns about a potential market correction and the impact of rising long-term interest rates.

A remarkable year for stocks It looks like we are going to close out 2024 with another double-digit gain for stocks. This makes two consecutive years. Out of curiosity, I…

December 27, 2024 – The S&P 500 defied expectations with a 27% gain in 2024, driven by earnings growth, AI optimism, and abundant capital in the market. Despite this strong performance, investors should maintain balance in their portfolios as valuations are near historical peaks, raising concerns about a potential market correction and the impact of rising long-term interest rates.Read More

December 23, 2024 – Last week saw a combination of surprise over the FOMC’s post-meeting comments, and chaos as Congress tried to pass a continuing resolution to keep the government open. The week may serve as a harbinger of what lies ahead; forward progress but along a bumpier road than investors previously perceived.

Last week was full of news and market volatility. The Federal Reserve cut rates as expected, but delivered post release comments that spooked investors enough to send the Dow down…

December 23, 2024 – Last week saw a combination of surprise over the FOMC’s post-meeting comments, and chaos as Congress tried to pass a continuing resolution to keep the government open. The week may serve as a harbinger of what lies ahead; forward progress but along a bumpier road than investors previously perceived.Read More

December 19, 2024 – The Federal Reserve lowered its key interest rate by a quarter percentage point yesterday, but signaled that only two more rate cuts may be coming in 2025 instead of the four cuts widely expected. Fed Chairman Powell said it is like “driving on a foggy night or walking into a dark room full of furniture: you slow down, you go less quickly.” That hawkish and more uncertain tone was not well received by markets. While the stock market is typically volatile on Fed decision days, the 10-year yield backed up to 4.5% and stocks dropped about 3% following the Fed’s remarks. Markets have been strongly positive this year, but a pause on this news provides a chance to focus on better valuations. Stock market futures are indicated positively this morning.

Fed Meeting – Driving on a Foggy Night The Federal Reserve lowered its key interest rate by a quarter percentage point yesterday, the third consecutive reduction. This brings the total…

December 19, 2024 – The Federal Reserve lowered its key interest rate by a quarter percentage point yesterday, but signaled that only two more rate cuts may be coming in 2025 instead of the four cuts widely expected. Fed Chairman Powell said it is like “driving on a foggy night or walking into a dark room full of furniture: you slow down, you go less quickly.” That hawkish and more uncertain tone was not well received by markets. While the stock market is typically volatile on Fed decision days, the 10-year yield backed up to 4.5% and stocks dropped about 3% following the Fed’s remarks. Markets have been strongly positive this year, but a pause on this news provides a chance to focus on better valuations. Stock market futures are indicated positively this morning.Read More

December 16, 2024 – The FOMC meeting this week will likely dominate markets as earnings season is largely over and a few key economic reports are due. The key will be any suggestions that alter the future path of rate changes. While few expect rate cuts of 25 basis points or more to occur at each meeting going forward, some call for 3 or more in 2025 while some ponder the thought that there might be none if inflation stays near 3% or goes higher. Any change in overall expectations will be market moving.

As we all know, we live in a bifurcated world. Since the election, people have either been celebrating Trump’s victory or mourning Harris’ loss. That translates to the economy. Enthusiasts…

December 16, 2024 – The FOMC meeting this week will likely dominate markets as earnings season is largely over and a few key economic reports are due. The key will be any suggestions that alter the future path of rate changes. While few expect rate cuts of 25 basis points or more to occur at each meeting going forward, some call for 3 or more in 2025 while some ponder the thought that there might be none if inflation stays near 3% or goes higher. Any change in overall expectations will be market moving.Read More

December 12, 2024 – A Fed rate cut is likely in December even though inflation remains persistent, but further cuts are uncertain. Despite positive economic indicators and strong stock market performance, high valuations and potential risks like trade wars and geopolitical issues could lead to a market correction. Investors should proceed with caution in 2025, maintaining a balanced portfolio and realistically assessing potential challenges, as market volatility may increase.

Inflation report Yesterday’s headline CPI inflation report posted a 2.7% rise for November, driven by price increases in goods such as cars and furniture. The report showed inflation remained steady…

December 12, 2024 – A Fed rate cut is likely in December even though inflation remains persistent, but further cuts are uncertain. Despite positive economic indicators and strong stock market performance, high valuations and potential risks like trade wars and geopolitical issues could lead to a market correction. Investors should proceed with caution in 2025, maintaining a balanced portfolio and realistically assessing potential challenges, as market volatility may increase.Read More

December 9, 2024 – To paraphrase the old saw, history never repeats itself; it just rhymes a lot. Speculation has escalated to the point that it is starting to resemble the meme stocks and SPACs of 2021. Nowhere is this more obvious than in alternative mechanisms to play the surge in bitcoin prices. While one can’t say when speculative bubbles will burst, ultimately, they always explode. 23+ times forward earnings suggests a market priced for perfection. While the rally could extend through year end as investors try to defer realized gains until next year, caution is advised.

Stock prices are setting record highs. Bond yields are starting to recede. Bitcoin is over $100,000. Profits are rising and, hopefully, regulatory costs are set to decline. Is it too…

December 9, 2024 – To paraphrase the old saw, history never repeats itself; it just rhymes a lot. Speculation has escalated to the point that it is starting to resemble the meme stocks and SPACs of 2021. Nowhere is this more obvious than in alternative mechanisms to play the surge in bitcoin prices. While one can’t say when speculative bubbles will burst, ultimately, they always explode. 23+ times forward earnings suggests a market priced for perfection. While the rally could extend through year end as investors try to defer realized gains until next year, caution is advised.Read More

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