- 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.
Why Choose Tower Bridge Advisors?
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.
The Tower Bridge Difference
Market Commentary
Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.
March 24, 2023 – Contradictions abound as we close out the week following another volatile reaction to a Fed meeting. The Federal Reserve raised interest rates again, even though banks are begging for cash at the discount window at levels above the peak in 2008. Numerous officials preach that bank deposits are safe, but Secretary Yellen offered less enthusiasm than hoped for with her Congressional testimony. All of this adds up to more uncertainty and a range-bound market.
Rightly or wrongly, Chairman Powell followed expectations and brought another quarter point hike to Fed Funds, bringing the upper range to 5%. Higher rates will make it even harder for…
March 24, 2023 – Contradictions abound as we close out the week following another volatile reaction to a Fed meeting. The Federal Reserve raised interest rates again, even though banks are begging for cash at the discount window at levels above the peak in 2008. Numerous officials preach that bank deposits are safe, but Secretary Yellen offered less enthusiasm than hoped for with her Congressional testimony. All of this adds up to more uncertainty and a range-bound market.Read More