Ask a financial question Click here to ask your question about the economy, the markets or something specific to your financial situation.
  • 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

Portfolio Review

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.

Request Portfolio Review

Why Choose Tower Bridge Advisors?

Philadelphia wealth management
Experienced investment team, customized and transparent portfolios
wealth management
Access our Market Commentary for our perspective on the economy and the investment markets
investing and wealth management
Wealth management focused on you and your goals
wealth management delaware valley
Sophisticated financial planning tools to analyze your portfolio and build a customized plan
wealth management delaware valley
We have a fiduciary duty to our clients

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.

WATCH NOW

Market Commentary

Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.

Sign Me Up!
wealth management near me

From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

September 18, 2025 – The Federal Reserve cut interest rates by a quarter-point, prioritizing the labor market over persistent inflation. This decision risks a prolonged period of higher inflation and may be fueling a stock market bubble, which is already at a record valuation.

The Fed’s Balancing Act Yesterday, the Federal Reserve announced a quarter-point interest rate cut—the first in nine months—highlighting the central bank’s growing focus on the labor market, even as inflation…

September 18, 2025 – The Federal Reserve cut interest rates by a quarter-point, prioritizing the labor market over persistent inflation. This decision risks a prolonged period of higher inflation and may be fueling a stock market bubble, which is already at a record valuation.Read More

September 15, 2025 – So far, investors have been happy with most of the disruptive changes of the Trump Presidency. But the fly in the ointment is the labor market which has shown little growth for several months. Job growth is the ultimate engine for economic growth. Machines and computers can replace workers but they can’t eat or spend money. History says that displaced workers will find alternative employment over time but until they do, growth may slow. Final sales growth within GDP suggests real growth today is well under 2%. That isn’t recessionary but the trend bears watching.

Few can quibble with the statement that President Trump has been the most disruptive President since World War II. By disruptive, I am not referring to style or personality but…

September 15, 2025 – So far, investors have been happy with most of the disruptive changes of the Trump Presidency. But the fly in the ointment is the labor market which has shown little growth for several months. Job growth is the ultimate engine for economic growth. Machines and computers can replace workers but they can’t eat or spend money. History says that displaced workers will find alternative employment over time but until they do, growth may slow. Final sales growth within GDP suggests real growth today is well under 2%. That isn’t recessionary but the trend bears watching.Read More

September 11, 2025 – The California gold rush began in 1848, when gold was found at Sutter’s Mill in Coloma, California. While many gold prospectors failed to find gold, suppliers of picks and shovels to gold miners garnered the majority of wealth creation. The current gold rush in the artificial intelligence space continues to benefit the picks and shovels equipment suppliers, although the AI “miners” may not all see a similar return on their massive investments.

There’s Gold in Them There Hills During the California gold rush, the news of gold brought approximately 300,000 people from the rest of the U.S. and abroad to California, and…

September 11, 2025 – The California gold rush began in 1848, when gold was found at Sutter’s Mill in Coloma, California. While many gold prospectors failed to find gold, suppliers of picks and shovels to gold miners garnered the majority of wealth creation. The current gold rush in the artificial intelligence space continues to benefit the picks and shovels equipment suppliers, although the AI “miners” may not all see a similar return on their massive investments.Read More

September 8, 2025 – Friday’s employment report was a stinker, confirming an obvious slowdown in the labor market. The unemployment rate is the single most important indicator in America, a legacy of the Great Depression. The simple fact is our workforce drives growth. Without a growing work force the only tailwind is improved productivity. The Federal Reserve, always data dependent and therefore backward looking, is now set to start a series of cuts to the Fed Funds rate beginning next week. Hopefully, those cuts will abort any slowdown and get the economy back on course. Until evidence appears, stocks could experience higher volatility.

Last month, after the Bureau of Labor Statistics issued a weak employment report for July coupled with downward revisions for prior months, President Trump fired the messenger, the head of…

September 8, 2025 – Friday’s employment report was a stinker, confirming an obvious slowdown in the labor market. The unemployment rate is the single most important indicator in America, a legacy of the Great Depression. The simple fact is our workforce drives growth. Without a growing work force the only tailwind is improved productivity. The Federal Reserve, always data dependent and therefore backward looking, is now set to start a series of cuts to the Fed Funds rate beginning next week. Hopefully, those cuts will abort any slowdown and get the economy back on course. Until evidence appears, stocks could experience higher volatility.Read More

September 2, 2025 – Equilibrium means balance but doesn’t define the size of a market. A steady unemployment rate, stable housing prices and a steady 10-year bond yield all suggest equilibrium, but beneath the surface, there are warning signs that require investor attention.

Equilibrium. The point where everything is in balance. Think of a scale. Put a one-ounce object on one side and a one-ounce object of the other. They balance. The same…

September 2, 2025 – Equilibrium means balance but doesn’t define the size of a market. A steady unemployment rate, stable housing prices and a steady 10-year bond yield all suggest equilibrium, but beneath the surface, there are warning signs that require investor attention.Read More

August 28, 2025 – The July jobs report signaled a cooling labor market, with slowing growth and a slight rise in unemployment, yet consumer spending remains resilient despite retail price hikes caused by new tariffs. This mixed economic data creates a conundrum for the Federal Reserve as it balances its dual mandate amid political pressure and inflationary headwinds. Given this uncertainty and the S&P 500 trading near all-time highs, investors should brace for potential market volatility post Labor Day, as the Fed’s next policy moves will depend heavily on upcoming inflation and jobs data.

A Mixed Signal from the Consumer and Labor Market The latest economic data is giving investors some serious mixed signals, like a GPS that can’t decide if you should turn…

August 28, 2025 – The July jobs report signaled a cooling labor market, with slowing growth and a slight rise in unemployment, yet consumer spending remains resilient despite retail price hikes caused by new tariffs. This mixed economic data creates a conundrum for the Federal Reserve as it balances its dual mandate amid political pressure and inflationary headwinds. Given this uncertainty and the S&P 500 trading near all-time highs, investors should brace for potential market volatility post Labor Day, as the Fed’s next policy moves will depend heavily on upcoming inflation and jobs data.Read More

August 25, 2025 – The Fed’s shift in policy, as stated by Jerome Powell last Friday, moves away from a focus on inflation and more toward insuring full employment. Such a shift suggests more short-term rate cuts and a willingness to tolerate some inflation as long as it stays below 3%. A willingness to tolerate a bit more inflation may sound innocuous but it could lead to unanchored long-term inflation expectations and keep 10-year Treasury yields elevated. If so, the euphoria expressed in Friday’s market rally may have been a bit too exuberant.

For the first four trading sessions last week, there was a decided shift away from momentum stocks and away from the perceived AI beneficiaries. That all flipped on Friday after…

August 25, 2025 – The Fed’s shift in policy, as stated by Jerome Powell last Friday, moves away from a focus on inflation and more toward insuring full employment. Such a shift suggests more short-term rate cuts and a willingness to tolerate some inflation as long as it stays below 3%. A willingness to tolerate a bit more inflation may sound innocuous but it could lead to unanchored long-term inflation expectations and keep 10-year Treasury yields elevated. If so, the euphoria expressed in Friday’s market rally may have been a bit too exuberant.Read More

August 21, 2025 – This Friday we will receive commentary from the Federal Reserve after its annual gathering in Jackson Hole, Wyoming. The central-bank gathering has sometimes been a venue for marking shifts in Fed policy. Last year Fed Chairman Powell used it to signal that rate cuts were coming, and followed through the next month. The Snake River, which runs through Jackson Hole, provides an apt backdrop for the Fed’s meeting where the waters can be turbulent and winding. In the meantime, technology stocks have retreated this week and a number of consumer-focused companies have provided both encouraging and uncertain signals.

A River Runs Through It Last year at the Jackson Hole Economic Symposium, Federal Reserve Chair Powell indicated that the Fed would begin cutting interest rates at its next meeting,…

August 21, 2025 – This Friday we will receive commentary from the Federal Reserve after its annual gathering in Jackson Hole, Wyoming. The central-bank gathering has sometimes been a venue for marking shifts in Fed policy. Last year Fed Chairman Powell used it to signal that rate cuts were coming, and followed through the next month. The Snake River, which runs through Jackson Hole, provides an apt backdrop for the Fed’s meeting where the waters can be turbulent and winding. In the meantime, technology stocks have retreated this week and a number of consumer-focused companies have provided both encouraging and uncertain signals.Read More

August 18, 2025 – The noise of front-page news doesn’t seem to coincide with record stock prices. War, ICE raids, violent storms and tariffs may be the topics of the Sunday talk shows, but the stock market cares more about earnings and interest rates. Earnings are rising and interest rates are stable. Will that continue? Earnings growth should slow a bit as the full impact of tariffs hits. While the Fed Funds rates should start to decline this fall, markets will focus on changes in the 10-year Treasury yield more than the Fed Funds rate.

Reading the headlines, it is hard to square the circle between all the bad news we read about on the front pages and record stock prices. Tariffs, wars, rising commodity…

August 18, 2025 – The noise of front-page news doesn’t seem to coincide with record stock prices. War, ICE raids, violent storms and tariffs may be the topics of the Sunday talk shows, but the stock market cares more about earnings and interest rates. Earnings are rising and interest rates are stable. Will that continue? Earnings growth should slow a bit as the full impact of tariffs hits. While the Fed Funds rates should start to decline this fall, markets will focus on changes in the 10-year Treasury yield more than the Fed Funds rate.Read More

READ MORE

Recent Videos

Wealth Management FAQs

Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.