- 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
The Fed’s statement, along with Chair Powell’s presser, followed expectations, but offered some minor hope for the bulls, intended or not. As soon as he spoke the word “disinflation”, markets…
January was one for the record books with the S&P 500 rising almost 7% and the NASDAQ up over 11%. All this while economic growth was slipping toward recessionary levels.…
E-A-G-L-E-S….Eagles! Now that I got that out of my system, let’s move to markets and the economy. Hopefully, I can talk positively about the Eagles again in two weeks. ——-…
Quite the turnaround from Microsoft’s# earnings and guidance that showed a more dramatic pullback for cloud and office spending than expected. The stock opened down $10 (4.5%), as Jim noted…
Stocks rallied yesterday in front of Microsoft’s# earnings report. At first, after Microsoft reported results shortly after 4 pm, the stock rallied over 2% confirming yesterday’s strength in the market.…
Stocks rebounded Friday although they ended the week lower. Leading averages remain contained within a range going back to the beginning of November. Lower long-term interest rates, reacting to news…
In 2022, when the Fed was battling inflation, bad economic news was “good” and vice versa. Every data point that showed slowing jobs, lower earnings and a decline in spending…
Stocks fell yesterday in a relatively quiet mixed session. While the Dow fell a full percentage point, other leading averages fell much less. The main culprit was Goldman Sachs whose…
Markets have been hinging on employment and inflation reports for months now, causing ripple effects on every tenth of a point in either direction. A tame, but positive, stock and…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.