- 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
Economic Update
April 2023 Economic Update – The Banks, The Economy and Valuation
In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses three key topics impacting investors – Banks, the Economy and Valuation. Please watch as Jim provides some perspective on these topics and gives investors some sense of how to position portfolios for what lies ahead.
WATCH NOWMarket 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.
December 12, 2024 – A Fed rate cut is likely in December even though inflation remains persistent, but further cuts are uncertain. Despite positive economic indicators and strong stock market performance, high valuations and potential risks like trade wars and geopolitical issues could lead to a market correction. Investors should proceed with caution in 2025, maintaining a balanced portfolio and realistically assessing potential challenges, as market volatility may increase.
Inflation report Yesterday’s headline CPI inflation report posted a 2.7% rise for November, driven by price increases in goods such as cars and furniture. The report showed inflation remained steady…
December 12, 2024 – A Fed rate cut is likely in December even though inflation remains persistent, but further cuts are uncertain. Despite positive economic indicators and strong stock market performance, high valuations and potential risks like trade wars and geopolitical issues could lead to a market correction. Investors should proceed with caution in 2025, maintaining a balanced portfolio and realistically assessing potential challenges, as market volatility may increase.Read More