We take your health and safety seriously. Learn more…
  • 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

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. We do not use any investment products that create conflicts of interest or charge additional fees.

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.

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

January 15, 2021 – Cyclicals powered higher yesterday, led again by Energy stocks. Big-cap tech continues to underwhelm in the near-term, digesting massive gains seen over the past several years. Today, stocks digest Joe Biden’s American Rescue Plan and a slew of bank earnings.

Major averages were slightly lower yesterday but came with a lot of underlying back and forth action. Changes are happening across the investment landscape. A combination of a recovery from…

January 15, 2021 – Cyclicals powered higher yesterday, led again by Energy stocks. Big-cap tech continues to underwhelm in the near-term, digesting massive gains seen over the past several years. Today, stocks digest Joe Biden’s American Rescue Plan and a slew of bank earnings.Read More

January 13, 2021 – The stock market is set up for a collision of rising earnings and rising interest rates. The latter, if they occur, will reflect higher inflation expectations. While the Fed is doing what it can to seed inflation, so far it is muted. For four decades, waiting for inflation has been akin to waiting for Godot. We will see if this time is different.

Stocks rose slightly yesterday in a mixed session. Tech stocks continued to exhibit weakness as investors continued to rotate into more cyclical names, a sign of optimism about the economy.…

January 13, 2021 – The stock market is set up for a collision of rising earnings and rising interest rates. The latter, if they occur, will reflect higher inflation expectations. While the Fed is doing what it can to seed inflation, so far it is muted. For four decades, waiting for inflation has been akin to waiting for Godot. We will see if this time is different.Read More

January 11, 2021 – Despite the historic events of last week, stocks continued to rise. Earnings and interest rates, not political theatre, are the driver of stock prices. The outlook continues to be favorable as long as real rates remain distinctly negative.

Last week is one most Americans will never forget. But you wouldn’t be able to tell by the behavior of the stock market. Despite the historic events, stocks climbed to…

January 11, 2021 – Despite the historic events of last week, stocks continued to rise. Earnings and interest rates, not political theatre, are the driver of stock prices. The outlook continues to be favorable as long as real rates remain distinctly negative.Read More

January 8, 2021 – New all-time highs everywhere. A new richest man in the world. Interest rates and banks finally breaking out. Crypto is running like a freight train. More IPO’s are coming. Is this 1996 or 1999?

Undeterred by happenings in the Capitol and a possibly less business-friendly agenda, bulls clearly remain in charge. Every major index made news highs yesterday, including the Nasdaq, Dow Jones, S&P…

January 8, 2021 – New all-time highs everywhere. A new richest man in the world. Interest rates and banks finally breaking out. Crypto is running like a freight train. More IPO’s are coming. Is this 1996 or 1999?Read More

January 6, 2021 – While the Georgia election results are not final, they will probably lead to a flip in Senate leadership to the Democrats. While some fear huge tax increases, a 50-50 split makes that highly unlikely. If anything gets done, it will be accomplished by a centrist coalition, not via strict party-line votes. In the meantime, rising yields align with optimism that the economy can accelerate as well as a rotation toward cyclicals in the stock market.

Stocks recovered much of Monday’s losses yesterday in the runup to the Georgia Senate runoff elections.  Those elections are now over.  One seat has flipped to the Democratic side. In…

January 6, 2021 – While the Georgia election results are not final, they will probably lead to a flip in Senate leadership to the Democrats. While some fear huge tax increases, a 50-50 split makes that highly unlikely. If anything gets done, it will be accomplished by a centrist coalition, not via strict party-line votes. In the meantime, rising yields align with optimism that the economy can accelerate as well as a rotation toward cyclicals in the stock market.Read More

January 4, 2021 -A waning virus, together with an improving economy, set a good backdrop early in 2021. The risks are that investors become too euphoric or that inflation arrives sooner rather than later. The former is always a concern. The latter is unlikely to be evident for at least several more months, if not years.

Good morning, and welcome to 2021. Stocks ended 2020 on a high note, reaching new records once again on the last day of trading. Over the weekend, there was little…

January 4, 2021 -A waning virus, together with an improving economy, set a good backdrop early in 2021. The risks are that investors become too euphoric or that inflation arrives sooner rather than later. The former is always a concern. The latter is unlikely to be evident for at least several more months, if not years.Read More

December 30, 2020 – As 2020 winds down, next year’s outlook is all about where inflation expectations will be a year from now. With a one-year time horizon, it is harder to predict rates than earnings. I assume the pandemic is a bad memory by then. Imbalances in supply and demand need to be sorted out. How that happens will dictate rates and how the stock market will perform in 2021.

Stocks fell modestly yesterday after Senate Majority Leader Mitch McConnell delayed a vote to raise stimulus payments to $2,000 each. Instead, he called for a debate on the issue, as…

December 30, 2020 – As 2020 winds down, next year’s outlook is all about where inflation expectations will be a year from now. With a one-year time horizon, it is harder to predict rates than earnings. I assume the pandemic is a bad memory by then. Imbalances in supply and demand need to be sorted out. How that happens will dictate rates and how the stock market will perform in 2021.Read More

December 28, 2020 – With the signing of the spending and Covid-19 relief bill now complete, this should be a quiet week, void of much in the way of news, barring a shock from out of the blue. While the benefits of the relief bill won’t be reflected in December data that we will see next week, the direction of least resistance remains higher.

After a mixed holiday-abbreviated session on Thursday, President Trump last night signed the budget and Covid-19 relief bills he criticized last week as disgraceful. While his protests may have been…

December 28, 2020 – With the signing of the spending and Covid-19 relief bill now complete, this should be a quiet week, void of much in the way of news, barring a shock from out of the blue. While the benefits of the relief bill won’t be reflected in December data that we will see next week, the direction of least resistance remains higher.Read More

December 2020 Economic Update – “2021 – Growth vs. Inflation”

Heading into 2021, the big questions to be answered are whether companies can continue to grow revenues and earnings, and if the Fed can keep inflation in check and interest…

December 2020 Economic Update – “2021 – Growth vs. Inflation”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.

December 2020 Economic Update
“2021 - Growth vs. Inflation”

In this episode of Economic Updates, Tower Bridge Advisors CIO Jim Meyer talks about the path ahead in 2021 and the impact of growth and inflation on the stock market.

Tower Bridge Advisors is an SEC Registered Investment Advisor.