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  • 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
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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.

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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.

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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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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

March 10, 2025 – At least on Wall Street, the Trump honeymoon is over. While all the shock and awe of the daily pronouncements from Washington makes some nervous, investors focus on the data. Virtually every data point of the last few weeks points to a slowing economy while inflation expectations remain elevated. That’s a bad combination. Trump’s game plan of lower taxes, higher tariffs, and a smaller government may evolve but the impact of all the steps taken or proposed will take time. Traders aren’t patient. They shoot first and ask questions later. Reality is that the impact of tariffs will be felt quickly while steps to streamline the government take longer. Until a fuller picture develops, markets are likely to stay volatile.

The Trump honeymoon appears to be over, at least on Wall Street.  Over the past several weeks since inauguration, we have seen reports of mass firings, the closings of several…

March 10, 2025 – At least on Wall Street, the Trump honeymoon is over. While all the shock and awe of the daily pronouncements from Washington makes some nervous, investors focus on the data. Virtually every data point of the last few weeks points to a slowing economy while inflation expectations remain elevated. That’s a bad combination. Trump’s game plan of lower taxes, higher tariffs, and a smaller government may evolve but the impact of all the steps taken or proposed will take time. Traders aren’t patient. They shoot first and ask questions later. Reality is that the impact of tariffs will be felt quickly while steps to streamline the government take longer. Until a fuller picture develops, markets are likely to stay volatile.Read More

March 6, 2025 – Escalating trade tensions, particularly through tariffs, are injecting significant uncertainty into the market, driving stock market declines and raising concerns about stagflation. Retailers are already experiencing increased costs and potential profit reductions, while broader economic indicators, like consumer spending and GDP growth forecasts, signal potential challenges. The Federal Reserve faces a complex dilemma, attempting to balance inflation concerns with economic growth amid these trade-induced pressures.

Turbulence ahead The market is grappling with heightened uncertainty as trade tensions escalate. With the S&P 500 trading at 22x projected earnings, the stock market was priced for perfection prior…

March 6, 2025 – Escalating trade tensions, particularly through tariffs, are injecting significant uncertainty into the market, driving stock market declines and raising concerns about stagflation. Retailers are already experiencing increased costs and potential profit reductions, while broader economic indicators, like consumer spending and GDP growth forecasts, signal potential challenges. The Federal Reserve faces a complex dilemma, attempting to balance inflation concerns with economic growth amid these trade-induced pressures.Read More

March 3, 2025 – Markets seemed to ignore the scene at the White House on Friday. As always, they focused on the outlook for earnings and interest rates. Zelensky’s unceremonious exit from the White House didn’t change any economic forecasts. For investors, Friday afternoon’s sharp rally was better theatre than the antics in Washington anyway. President Trump will have another opportunity to stir the pot tomorrow night when he delivers the State of the Union address. Tariffs will be on everyone’s mind this week. What actually gets implemented and what doesn’t will get market focus. What we have learned over the past six weeks is to react to actual actions, not to promises of future events. It will be an interesting week.

Stocks rose sharply Friday afternoon soon after Ukraine President Zelensky was escorted out of the White House. The two were unrelated. The dustup in the Oval Office made for great…

March 3, 2025 – Markets seemed to ignore the scene at the White House on Friday. As always, they focused on the outlook for earnings and interest rates. Zelensky’s unceremonious exit from the White House didn’t change any economic forecasts. For investors, Friday afternoon’s sharp rally was better theatre than the antics in Washington anyway. President Trump will have another opportunity to stir the pot tomorrow night when he delivers the State of the Union address. Tariffs will be on everyone’s mind this week. What actually gets implemented and what doesn’t will get market focus. What we have learned over the past six weeks is to react to actual actions, not to promises of future events. It will be an interesting week.Read More

February 27, 2025 – This week we received a window into the housing market and home improvement retailers. Existing home sales rose 2% in January from the prior year and new home sales ticked up 1%. These are not robust numbers, but reside against a backdrop of elevated mortgage rates and strained housing affordability. While prices are not through the roof, they did rise about 4% for new homes and 5% for existing homes versus the prior year, and have risen for 19 consecutive months. This may make for a challenging year for home buyers until mortgage rates begin to retreat.

Something old, something new Existing-home sales slid 4.9% in January from December to a seasonally adjusted annual rate of 4.08 million homes. However, existing home sales did rise 2% from…

February 27, 2025 – This week we received a window into the housing market and home improvement retailers. Existing home sales rose 2% in January from the prior year and new home sales ticked up 1%. These are not robust numbers, but reside against a backdrop of elevated mortgage rates and strained housing affordability. While prices are not through the roof, they did rise about 4% for new homes and 5% for existing homes versus the prior year, and have risen for 19 consecutive months. This may make for a challenging year for home buyers until mortgage rates begin to retreat.Read More

February 24, 2025 – Weaker economic data and ongoing tumult in Washington sent stocks reeling on Friday. But the data suggests modest slowing within the economy. While Trump’s actions dominate media focus, the actual impact to date on the economy is relatively moderate. Still, looking forward, the chaos suggests a lot of variability to future outcomes. Hopefully, it will moderate in the months ahead. Expect rising volatility until outcomes become more predictable.

While Friday was a nasty ending to the week, we have seen lots of one-day moves, up and down, that failed to extend into a trend. With that said, however,…

February 24, 2025 – Weaker economic data and ongoing tumult in Washington sent stocks reeling on Friday. But the data suggests modest slowing within the economy. While Trump’s actions dominate media focus, the actual impact to date on the economy is relatively moderate. Still, looking forward, the chaos suggests a lot of variability to future outcomes. Hopefully, it will moderate in the months ahead. Expect rising volatility until outcomes become more predictable.Read More

February 20, 2025 – S&P 500 earnings are showing strong growth, with a notable 15% Y/Y average increase, driving market gains, though the performance of major tech stocks is diverging. Conversely, the housing sector is facing significant headwinds due to rising interest rates and costs, indicating potential broader economic vulnerabilities. Future market direction hinges heavily on interest rate trends and the impact of evolving economic policies, which will determine the sustainability of current market valuations.

Earnings season Approximately 85% of S&P 500 companies have reported their quarterly earnings. On average, earnings are up 15% while revenue has increased roughly 4% Y/Y. Net profit margins have…

February 20, 2025 – S&P 500 earnings are showing strong growth, with a notable 15% Y/Y average increase, driving market gains, though the performance of major tech stocks is diverging. Conversely, the housing sector is facing significant headwinds due to rising interest rates and costs, indicating potential broader economic vulnerabilities. Future market direction hinges heavily on interest rate trends and the impact of evolving economic policies, which will determine the sustainability of current market valuations.Read More

February 17, 2025 – Tidal waves of technological, political and economic change are all taking place simultaneously. Yet markets are remarkably calm. Little data is yet available that can measure the impact of steps taken to invoke political and economic change. Business leaders are more uncertain than apprehensive, in part because the messaging has been so inconsistent. We will learn a lot more in the months ahead. So far, markets are willing to give some slack. As data rolls in over the next few months, we will see how that changes.

The one constant in our world is change. Successful investing means being able to understand and correctly interpret the changes happening around us. Fortunately for equity investors, change driven by…

February 17, 2025 – Tidal waves of technological, political and economic change are all taking place simultaneously. Yet markets are remarkably calm. Little data is yet available that can measure the impact of steps taken to invoke political and economic change. Business leaders are more uncertain than apprehensive, in part because the messaging has been so inconsistent. We will learn a lot more in the months ahead. So far, markets are willing to give some slack. As data rolls in over the next few months, we will see how that changes.Read More

February 13, 2025 – The January CPI report showed a surprising acceleration of inflation to 3%, exceeding forecasts and raising concerns about the Fed’s ability to control rising prices, particularly in core inflation and food costs. This inflationary pressure, combined with the potential impact of proposed tariffs, challenges the Fed’s current stance and increases the likelihood of continued rate holds or even rate hikes. Furthermore, the unusual rise in 10-year Treasury yields despite recent Fed rate cuts signals investor concerns about long-term inflation and fiscal responsibility, posing risks to economic growth and asset valuations.

CPI report The January Consumer Price Index (CPI) report delivered a surprise jolt, accelerating to 3% year-over-year, exceeding economists’ forecasts and raising concerns about the Federal Reserve’s fight against inflation.…

February 13, 2025 – The January CPI report showed a surprising acceleration of inflation to 3%, exceeding forecasts and raising concerns about the Fed’s ability to control rising prices, particularly in core inflation and food costs. This inflationary pressure, combined with the potential impact of proposed tariffs, challenges the Fed’s current stance and increases the likelihood of continued rate holds or even rate hikes. Furthermore, the unusual rise in 10-year Treasury yields despite recent Fed rate cuts signals investor concerns about long-term inflation and fiscal responsibility, posing risks to economic growth and asset valuations.Read More

February 10, 2025 – You may not be a fan of the tactics Trump and Musk are using but it is imperative that steps be taken to reduce our deficit from 7% of GDP toward a more sustainable 3%. In less chaotic fashion, Truman and FDR did similar in the 1940s and Clinton/Gore turned deficit to surplus in the 1990s. The bond market will be the arbiter of DOGE’s success. So far, it is hopeful.

The shock and awe of the first few Trump weeks continues. Market volatility has increased a bit without much direction. Long-term bond yields have dipped slightly as investors are hopeful…

February 10, 2025 – You may not be a fan of the tactics Trump and Musk are using but it is imperative that steps be taken to reduce our deficit from 7% of GDP toward a more sustainable 3%. In less chaotic fashion, Truman and FDR did similar in the 1940s and Clinton/Gore turned deficit to surplus in the 1990s. The bond market will be the arbiter of DOGE’s success. So far, it is hopeful.Read More

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