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  • 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

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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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Why Choose Tower Bridge Advisors?

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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.

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.

Economic Update

April 2023 Webinar - Banks, the Economy and Valuation

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.

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Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

March 4, 2026 – Major stock market averages stumbled this week as the Middle East conflict rattled investors. However, markets recovered from yesterday’s morning lows, and the S&P 500 is down less than 1% year to date. This comes after the S&P 500 has been trading near all-time highs recently and after three strong years of market returns. Four of eleven S&P 500 sectors are down this year, although 7 sectors are in positive territory and five sectors are up 10% or more. The effects of this Black Swan event remain to be seen, depending upon the extent and duration of the conflict and its impact on energy supplies, economic growth and inflation. Stock market futures are indicated positive this morning.

Black Swans A-Swimming “The Black Swan” is a book by Nassim Taleb about the massive impact of rare, unpredictable events. At one point, all known swans were thought to be…

March 4, 2026 – Major stock market averages stumbled this week as the Middle East conflict rattled investors. However, markets recovered from yesterday’s morning lows, and the S&P 500 is down less than 1% year to date. This comes after the S&P 500 has been trading near all-time highs recently and after three strong years of market returns. Four of eleven S&P 500 sectors are down this year, although 7 sectors are in positive territory and five sectors are up 10% or more. The effects of this Black Swan event remain to be seen, depending upon the extent and duration of the conflict and its impact on energy supplies, economic growth and inflation. Stock market futures are indicated positive this morning.Read More

February 25, 2026 – While artificial intelligence is driving real business capabilities, the massive infrastructure costs and uncertain long-term profitability have triggered wild fluctuations in stocks tied to AI themes. Rather than reacting to these daily market swings, ignore the volatility and keep your focus on identifying the true long-term winners as they begin to demonstrate tangible financial success.

AI is a Disruptive Force for Businesses Much like the recent closing ceremonies of the Milano Cortina Winter Olympics, the initial, spectacular hype cycle of artificial intelligence is finally wrapping…

February 25, 2026 – While artificial intelligence is driving real business capabilities, the massive infrastructure costs and uncertain long-term profitability have triggered wild fluctuations in stocks tied to AI themes. Rather than reacting to these daily market swings, ignore the volatility and keep your focus on identifying the true long-term winners as they begin to demonstrate tangible financial success.Read More

February 18, 2026 – As the Winter Olympics wind down over the next week, several medals have been won by merely staying on course. Sometimes just finishing the race, even backwards, can advance an Olympic contender to the next level of competition. Staying on course, keeping an eye on risk, and making adjustments along the way are just as important in an investment strategy.

Shredding the Half-Pipe As the Winter Olympics continue in Milan and Cortina, Italy, one thing is noteworthy. While a number of events involve going downhill at great speed, several medals…

February 18, 2026 – As the Winter Olympics wind down over the next week, several medals have been won by merely staying on course. Sometimes just finishing the race, even backwards, can advance an Olympic contender to the next level of competition. Staying on course, keeping an eye on risk, and making adjustments along the way are just as important in an investment strategy.Read More

February 11, 2026 – Much like Sunday’s snoozefest of a Super Bowl, the market is trapped in a defensive struggle characterized by flat retail sales and deepening fears of AI disruption in software. As the Fed signals a continued pause on rate cuts, it is time to take a page from the consumer’s playbook and use this volatility to scoop up high-quality companies at discount prices.

Flatter Than the Patriot’s Offense If you struggled to stay awake during Sunday’s Super Bowl, you weren’t alone. The game was a defensive stalemate that lacked any real spark—a sentiment…

February 11, 2026 – Much like Sunday’s snoozefest of a Super Bowl, the market is trapped in a defensive struggle characterized by flat retail sales and deepening fears of AI disruption in software. As the Fed signals a continued pause on rate cuts, it is time to take a page from the consumer’s playbook and use this volatility to scoop up high-quality companies at discount prices.Read More

February 4, 2026 – Punxsutawney Phil saw his shadow on Groundhog Day this week, forecasting 6 more weeks of winter. Phil’s accuracy is only about 30% over the past decade and about 39% dating back to 1887, but it rivals more sophisticated models. This week the technology sector caught a chill, although other sectors of the stock market are starting to thaw out.

Déjà Vu All Over Again In the movie Groundhog Day, actor Bill Murray is forced to repeat the same wintry day in Gobblers Knob, PA waiting for a groundhog to…

February 4, 2026 – Punxsutawney Phil saw his shadow on Groundhog Day this week, forecasting 6 more weeks of winter. Phil’s accuracy is only about 30% over the past decade and about 39% dating back to 1887, but it rivals more sophisticated models. This week the technology sector caught a chill, although other sectors of the stock market are starting to thaw out.Read More

January 28, 2026 – Supported by the upcoming “One Big Beautiful Bill Act” (OBBBA) fiscal stimulus and broadening earnings growth, the first half of 2026 offers a favorable market backdrop even as Big Tech faces intense scrutiny regarding tangible AI returns. However, we anticipate conditions will become more challenging later in the year, as the accumulation of lofty consensus earnings expectations and potential macroeconomic friction creates a riskier environment for investors.

Clear Skies for Now, But Clouds on the Horizon As the East Coast begins to clean up from the recent winter storm, investors are assessing the visibility for the year…

January 28, 2026 – Supported by the upcoming “One Big Beautiful Bill Act” (OBBBA) fiscal stimulus and broadening earnings growth, the first half of 2026 offers a favorable market backdrop even as Big Tech faces intense scrutiny regarding tangible AI returns. However, we anticipate conditions will become more challenging later in the year, as the accumulation of lofty consensus earnings expectations and potential macroeconomic friction creates a riskier environment for investors.Read More

January 21, 2026 – The “Sea of Tranquility” on Earth’s Moon was the site of the historic Apollo 11 landing in July of 1969, marking humanity’s first steps on another celestial body. The area was named for its seemingly calm, dark plains and potentially smooth landing potential. We started out the new year in a relatively tranquil phase for markets, but that has faded for now as new tariff threats have emerged. Hopefully, this is resolvable and short-lived, but bond yields around the world are backing up leading to a pullback in equity markets.

Houston, We Have A Problem We are coming off of three years in a row of strong stock market returns and a solid start for equity markets worldwide in early…

January 21, 2026 – The “Sea of Tranquility” on Earth’s Moon was the site of the historic Apollo 11 landing in July of 1969, marking humanity’s first steps on another celestial body. The area was named for its seemingly calm, dark plains and potentially smooth landing potential. We started out the new year in a relatively tranquil phase for markets, but that has faded for now as new tariff threats have emerged. Hopefully, this is resolvable and short-lived, but bond yields around the world are backing up leading to a pullback in equity markets.Read More

January 14, 2026 – Following a strong, three-year bull market, we view the start of 2026 as a pivotal shift where sticky inflation, mixed earnings, and rising geopolitical tensions are replacing the era of easy, momentum-driven gains. While the near-term economy remains resilient, the market will need to see confirmation in upcoming earnings releases to continue its march higher.

A Shift in the Landscape As we begin 2026, following what has been a remarkably strong three-year bull market, I wanted to share my perspective on the changing environment. The…

January 14, 2026 – Following a strong, three-year bull market, we view the start of 2026 as a pivotal shift where sticky inflation, mixed earnings, and rising geopolitical tensions are replacing the era of easy, momentum-driven gains. While the near-term economy remains resilient, the market will need to see confirmation in upcoming earnings releases to continue its march higher.Read More

January 7, 2026 – 2025 ended up as the third year in a row of strong stock market returns. The new year has also seen a solid start for equity markets worldwide after markets drifted lower toward the tail end of 2025. 2026 will be a convergence year. It marks the 250th anniversary of the founding of the United States, the 100th anniversary of the founding of Route 66, and a Chinese New Year cycle that has not been seen in 60 years. If inflation, interest rates and corporate earnings converge on a favorable path, we could see solid market returns for the full year, although there are also several potential potholes to navigate.

A Solid Start to 2026 The S&P 500 finished 2025 with a 17.9% total return for the year, while the equal-weighted index posted an 11.4% total return. That is better…

January 7, 2026 – 2025 ended up as the third year in a row of strong stock market returns. The new year has also seen a solid start for equity markets worldwide after markets drifted lower toward the tail end of 2025. 2026 will be a convergence year. It marks the 250th anniversary of the founding of the United States, the 100th anniversary of the founding of Route 66, and a Chinese New Year cycle that has not been seen in 60 years. If inflation, interest rates and corporate earnings converge on a favorable path, we could see solid market returns for the full year, although there are also several potential potholes to navigate.Read More

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