• 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.

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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. 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

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

August 5, 2020 – Stocks were modestly higher yesterday. But yields remain depressed and the dollar continues to weaken, suggesting our path forward is getting a bit bumpier. In large part that is because the U.S. is not doing as effective a job containing the spread of Covid-19 as others. Testing regimens are the key difference. As fall approaches, more effective testing procedures should be contemplated.

Stocks gained ground again yesterday.  Bond interest rates hovered near all-time lows. The dollar continued to weaken. In response, oil prices expressed in dollars, rose.  As for the coronavirus, trends…

August 5, 2020 – Stocks were modestly higher yesterday. But yields remain depressed and the dollar continues to weaken, suggesting our path forward is getting a bit bumpier. In large part that is because the U.S. is not doing as effective a job containing the spread of Covid-19 as others. Testing regimens are the key difference. As fall approaches, more effective testing procedures should be contemplated.Read More

August 3, 2020 – Tech stocks soared last week but the rest of the market did not. Uneven economic growth has put a temporary lid on the cyclical stocks. While some tech favorites marched to new highs, the move upward in the sector wasn’t uniform.

All the leading equity indices rose Friday but that hardly defined the market. Huge gains by both Apple# and Facebook# dominated weakness in cyclical issues. The Dow rose by more…

August 3, 2020 – Tech stocks soared last week but the rest of the market did not. Uneven economic growth has put a temporary lid on the cyclical stocks. While some tech favorites marched to new highs, the move upward in the sector wasn’t uniform.Read More

July 31, 2020 -Big tech got even bigger last night after reporting blowout earnings. The new digital economy is not slowing down. However, there were many other important data points for the market to digest as we enter the last day of a solid July for equity investors.

There is a lot to report from the past few days. Some backward looking, some forward. Some good, some bad. We have a historic GDP report, Fed comments, Big-Tech quarterly…

July 31, 2020 -Big tech got even bigger last night after reporting blowout earnings. The new digital economy is not slowing down. However, there were many other important data points for the market to digest as we enter the last day of a solid July for equity investors.Read More

July 29, 2020 – The Fed concludes its two-day FOMC meeting today. Key is how it plans to provide further stimulus to the economy. One tool being considered is to control interest rates all along the curve. It is a powerful tool with both positive and negative long term consequences.

Stocks gave ground yesterday amid a mixture of good and bad earnings reports.  In the absolute, earnings were down across the Board. But the Q2 declines had been priced in.…

July 29, 2020 – The Fed concludes its two-day FOMC meeting today. Key is how it plans to provide further stimulus to the economy. One tool being considered is to control interest rates all along the curve. It is a powerful tool with both positive and negative long term consequences.Read More

July 27, 2020 – While newspaper headlines suggest a virus out of control across the Sunbelt, data suggests the recent spike may be ending. But it isn’t receding. Economic growth rates are likely to slow down from here. Markets are headed into a transition window as both Congress and the Fed offer more support. The election will also come into more focus once earnings season ends and Conventions begin.

Stocks fell last week after three straight weeks of gains. Persistent Covid-19 eruptions added fuel to the decline. But the signature move last week was stepped up profit taking among…

July 27, 2020 – While newspaper headlines suggest a virus out of control across the Sunbelt, data suggests the recent spike may be ending. But it isn’t receding. Economic growth rates are likely to slow down from here. Markets are headed into a transition window as both Congress and the Fed offer more support. The election will also come into more focus once earnings season ends and Conventions begin.Read More

July 2020 Economic Update – Looking Ahead in a Diseased World

As the COVID-19 pandemic continues to impact the global economy, distinct winners and losers are emerging as various geographies reopen around the world. In this video, our Chief Investment Officer,…

July 2020 Economic Update – Looking Ahead in a Diseased WorldRead More

July 24, 2020 – New COVID-19 cases have been dominating the news cycle again. Vaccine possibility started reporting data in the past couple of weeks, generating excitement. News about possible treatments has been sparse to say the least.

Jim Vogt is on vacation and hopefully enjoying his well-deserved time off. There have been plenty of recent headlines regarding the Coronavirus (COVID-19) that have moved the market. Let’s dig…

July 24, 2020 – New COVID-19 cases have been dominating the news cycle again. Vaccine possibility started reporting data in the past couple of weeks, generating excitement. News about possible treatments has been sparse to say the least.Read More

July 22, 2020 – The FANG names are starting to look a bit tired as they move sideways in volatile fashion with setting new highs. Expectations are high. We will find out as earnings season rolls along whether those expectations are justified

Stocks gained again yesterday.  But it was the cyclicals that took over leadership as the tech stocks took a breather.  Few of the big name tech leadership companies have set…

July 22, 2020 – The FANG names are starting to look a bit tired as they move sideways in volatile fashion with setting new highs. Expectations are high. We will find out as earnings season rolls along whether those expectations are justifiedRead More

July 20, 2020 – In the stock market, the success of the haves matters more than the weakness of the have-nots. Valuation matters, and as everyone piles into the winners, having discipline has never been more important.

Stocks were mixed on Friday, a slow typical end of a summer week. Earnings season started last week with the banks. No real surprises. It gets underway in earnest this…

July 20, 2020 – In the stock market, the success of the haves matters more than the weakness of the have-nots. Valuation matters, and as everyone piles into the winners, having discipline has never been more important.Read More

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Awards

wealth advisorWant to work with the best wealth management firms? Read why Tower Bridge Advisors was selected one of the Top 100 Financial Advisors of 2019 by CNBC. Check it out…

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