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  • 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
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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 28, 2026 – Supported by the upcoming “One Big Beautiful Bill Act” (OBBBA) fiscal stimulus and broadening earnings growth, the first half of 2026 offers a favorable market backdrop even as Big Tech faces intense scrutiny regarding tangible AI returns. However, we anticipate conditions will become more challenging later in the year, as the accumulation of lofty consensus earnings expectations and potential macroeconomic friction creates a riskier environment for investors.

Clear Skies for Now, But Clouds on the Horizon As the East Coast begins to clean up from the recent winter storm, investors are assessing the visibility for the year…

January 28, 2026 – Supported by the upcoming “One Big Beautiful Bill Act” (OBBBA) fiscal stimulus and broadening earnings growth, the first half of 2026 offers a favorable market backdrop even as Big Tech faces intense scrutiny regarding tangible AI returns. However, we anticipate conditions will become more challenging later in the year, as the accumulation of lofty consensus earnings expectations and potential macroeconomic friction creates a riskier environment for investors.Read More

January 21, 2026 – The “Sea of Tranquility” on Earth’s Moon was the site of the historic Apollo 11 landing in July of 1969, marking humanity’s first steps on another celestial body. The area was named for its seemingly calm, dark plains and potentially smooth landing potential. We started out the new year in a relatively tranquil phase for markets, but that has faded for now as new tariff threats have emerged. Hopefully, this is resolvable and short-lived, but bond yields around the world are backing up leading to a pullback in equity markets.

Houston, We Have A Problem We are coming off of three years in a row of strong stock market returns and a solid start for equity markets worldwide in early…

January 21, 2026 – The “Sea of Tranquility” on Earth’s Moon was the site of the historic Apollo 11 landing in July of 1969, marking humanity’s first steps on another celestial body. The area was named for its seemingly calm, dark plains and potentially smooth landing potential. We started out the new year in a relatively tranquil phase for markets, but that has faded for now as new tariff threats have emerged. Hopefully, this is resolvable and short-lived, but bond yields around the world are backing up leading to a pullback in equity markets.Read More

January 14, 2026 – Following a strong, three-year bull market, we view the start of 2026 as a pivotal shift where sticky inflation, mixed earnings, and rising geopolitical tensions are replacing the era of easy, momentum-driven gains. While the near-term economy remains resilient, the market will need to see confirmation in upcoming earnings releases to continue its march higher.

A Shift in the Landscape As we begin 2026, following what has been a remarkably strong three-year bull market, I wanted to share my perspective on the changing environment. The…

January 14, 2026 – Following a strong, three-year bull market, we view the start of 2026 as a pivotal shift where sticky inflation, mixed earnings, and rising geopolitical tensions are replacing the era of easy, momentum-driven gains. While the near-term economy remains resilient, the market will need to see confirmation in upcoming earnings releases to continue its march higher.Read More

January 7, 2026 – 2025 ended up as the third year in a row of strong stock market returns. The new year has also seen a solid start for equity markets worldwide after markets drifted lower toward the tail end of 2025. 2026 will be a convergence year. It marks the 250th anniversary of the founding of the United States, the 100th anniversary of the founding of Route 66, and a Chinese New Year cycle that has not been seen in 60 years. If inflation, interest rates and corporate earnings converge on a favorable path, we could see solid market returns for the full year, although there are also several potential potholes to navigate.

A Solid Start to 2026 The S&P 500 finished 2025 with a 17.9% total return for the year, while the equal-weighted index posted an 11.4% total return. That is better…

January 7, 2026 – 2025 ended up as the third year in a row of strong stock market returns. The new year has also seen a solid start for equity markets worldwide after markets drifted lower toward the tail end of 2025. 2026 will be a convergence year. It marks the 250th anniversary of the founding of the United States, the 100th anniversary of the founding of Route 66, and a Chinese New Year cycle that has not been seen in 60 years. If inflation, interest rates and corporate earnings converge on a favorable path, we could see solid market returns for the full year, although there are also several potential potholes to navigate.Read More

December 29, 2025 – It is customary at the end of every year to look ahead. As I say all the time, the critical factors influencing stock prices are earnings, interest rates and the pace of inflation. Overall, consensus expectations are for earnings to increase close to 14%, inflation either slightly lower or slightly higher than we have experienced this year, and lower Fed Funds rates given that Trump is not likely to appoint anyone to be the next Federal Reserve chairman who won’t pursue a steady downward path. The combination of lower rates, modest inflation and higher earnings should be a favorable backdrop for stocks. With that said, I want to make some specific observations that may texture how the economy and the stock market act next year.

Earnings Expectations: 14% growth seems a bit high. If I assume nominal GDP grows 6-8%, that assumes margins expand notably from already high levels. Lower taxes, some productivity improvement and…

December 29, 2025 – It is customary at the end of every year to look ahead. As I say all the time, the critical factors influencing stock prices are earnings, interest rates and the pace of inflation. Overall, consensus expectations are for earnings to increase close to 14%, inflation either slightly lower or slightly higher than we have experienced this year, and lower Fed Funds rates given that Trump is not likely to appoint anyone to be the next Federal Reserve chairman who won’t pursue a steady downward path. The combination of lower rates, modest inflation and higher earnings should be a favorable backdrop for stocks. With that said, I want to make some specific observations that may texture how the economy and the stock market act next year.Read More

December 22, 2025 – All the hype suggests artificial intelligence is going to be a game changer as far as productivity is concerned. But history suggests that may not be correct. While technology has been the driver of 2-3% productivity gains over the last 75 years, inventions like mainframe computers, PCs, smartphones, networking and the Internet barely moved the productivity needle. What they all did was reduce the costs of doing business. Thus, technology drives both productivity and deflation. But where AI is set to accelerate, either trend is open to debate.

Last week I noted that the impact of Federal Reserve policy, under new leadership, is likely to be the single most important driver of economic and stock market performance in…

December 22, 2025 – All the hype suggests artificial intelligence is going to be a game changer as far as productivity is concerned. But history suggests that may not be correct. While technology has been the driver of 2-3% productivity gains over the last 75 years, inventions like mainframe computers, PCs, smartphones, networking and the Internet barely moved the productivity needle. What they all did was reduce the costs of doing business. Thus, technology drives both productivity and deflation. But where AI is set to accelerate, either trend is open to debate.Read More

December 18, 2025 – The AI bubble hasn’t burst; it has matured, violently purging speculative “tourist” capital to make room for battle-tested business models that actually generate cash. While the job market falters and the Federal Reserve retreats, the real opportunity lies in ignoring the short-term carnage to focus on companies with the competitive moats necessary to dominate this new industrial order.

In recent weeks, the market has experienced a distinct recalibration, moving away from the unbridled optimism that characterized much of the year. The primary driver of this shift has been…

December 18, 2025 – The AI bubble hasn’t burst; it has matured, violently purging speculative “tourist” capital to make room for battle-tested business models that actually generate cash. While the job market falters and the Federal Reserve retreats, the real opportunity lies in ignoring the short-term carnage to focus on companies with the competitive moats necessary to dominate this new industrial order.Read More

December 15, 2025 – The Fed’s expected decision to lower rates by 25 basis points was totally expected, and therefore, not market moving. As to the future, the path forward for the Fed can’t be well defined until a new Chairman is named and confirmed. The Powell Fed was marked by caution and high attention to inflation trends. The next regime could well be more growth focused and willing to tolerate slightly higher inflation, at least for a time. Whether markets are enthusiastic or not may well dictate how equity markets react.

Last week’s Fed meeting was a non-event as the stock market’s instant positive reaction was reversed Friday. Fed Funds rates came down 25 basis points as virtually everyone expected, and…

December 15, 2025 – The Fed’s expected decision to lower rates by 25 basis points was totally expected, and therefore, not market moving. As to the future, the path forward for the Fed can’t be well defined until a new Chairman is named and confirmed. The Powell Fed was marked by caution and high attention to inflation trends. The next regime could well be more growth focused and willing to tolerate slightly higher inflation, at least for a time. Whether markets are enthusiastic or not may well dictate how equity markets react.Read More

December 11, 2025 – Formula One racing crowned a new world champion over the weekend. The race tracks involve fast straightaways followed by tight curves, and sometimes drivers veer off the track. Stock markets this year started out fast out of the gate, but then hit some serious curves in the first few months. Since then, it has been a relatively strong run to a 17% gain for the S&P 500 and a new record. The Federal Reserve reduced interest rates further yesterday, reducing the drag on the economy and suggesting some progress on the inflation front.

A Photo Finish The battle for the Formula 1 (F1) drivers’ championship went down to the season’s final day this past weekend after 24 Grand Prix races. Even after a…

December 11, 2025 – Formula One racing crowned a new world champion over the weekend. The race tracks involve fast straightaways followed by tight curves, and sometimes drivers veer off the track. Stock markets this year started out fast out of the gate, but then hit some serious curves in the first few months. Since then, it has been a relatively strong run to a 17% gain for the S&P 500 and a new record. The Federal Reserve reduced interest rates further yesterday, reducing the drag on the economy and suggesting some progress on the inflation front.Read More

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