- 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
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.
Why Choose Tower Bridge Advisors?
Wealth and Asset Management for You
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.
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.
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.
The Tower Bridge Difference
Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.
From The Blog
Stocks were volatile with little change last week after a super strong July. Friday’s surprisingly strong employment elicited greater reaction in the bond market than the stock market. Good employment…
Stocks consolidated yesterday and for much of this week. Following a 14% bounce higher in the S&P and a 17% pop in the growthier Nasdaq over a 5-week period, this…
Stocks fell more than 1% as global tensions rose coinciding with Speaker Pelosi’s visit to Taiwan. So far, the Chinese response has been measured but that could change at any…
Stocks rose again Friday capping the strongest month for equities since April 2020 as the country was in Covid-19 lockdown. Coincidentally, June was the worst month this year, just as…
Another Fed meeting yielded another aggressive bounce for stocks on Wednesday, following a slew of earnings reports that helped recoup recent losses. Chairman Powell and the team recognize that a…
Stocks fell across the board yesterday as fears of recession rose. Bond yields fell. Today marks the conclusion of the Fed’s FOMC two-day July meeting. Anything but a 75-basis point…
A sloppy Friday followed three strong sessions last week. Interest rates fell. Stocks were impacted by weak earnings from Snap and a poor revenue report from Twitter that raised fears…
Nearly 20% of S&P 500 companies have now reported earnings. From a top line perspective, results have been good, not great. Many are lowering overall guidance, but with most of…
Stocks soared for the second day in a row. Two back-to-back up days resets the playing field positively. That doesn’t mean you have to buy today, but it does put…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.