- 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. We do not use any investment products that create conflicts of interest or charge additional fees.
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 fell yesterday despite continued strong earnings. The FOMC meeting concludes today but the market will most likely be dominated by investor reaction to overnight earnings reports from giants like…
Stocks rose to new highs Friday culminating in a four-day rally after last Monday’s sharp losses related to rising Covid-19 related fears. Earnings season has been generally on target with…
We have been expecting market volatility to pick up as our economy shifts gears coming out of the pandemic. Stay-at-home stocks were massive winners in 2020, while reopening companies took…
Stocks rebounded from Monday’s sharp loss as investors reevaluated the economic impact of a sharp increase in the Delta variant of Covid-19. While the future courses of infection, hospitalization and…
One of the tragedies of the Delta variant is that its impact in developed nations like the U.S. could be significantly muted if more of the unvaccinated got the injections.…
Transition remains the name of the game this week. Major averages, led by mega caps, touched new highs, but are basically flopping around with increased intraday volatility while the average…
Stocks drifted lower yesterday after a surprisingly hot inflation report for June. This once again raised issues regarding the possible timing of the Fed’s bond purchase tapering process. Strong earnings…
Stocks rose sharply on Friday, largely erasing the large losses experienced Thursday as the yield on 10-year Treasuries fell to as low as 1.25% in early morning hours. While the…
It is often said that smart money resides in bond land. With the total value of bonds outstanding being 3X that of equities, there may be some truth to this…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.