- 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?
Experienced investment team, customized and transparent portfolios
Access our Market Commentary for our perspective on the economy and the investment markets
Wealth management focused on you and your goals
Sophisticated financial planning tools to analyze your portfolio and build a customized plan
We have a fiduciary duty to our clients
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. We do not use any investment products that create conflicts of interest or charge additional fees.
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.
June 16, 2021 – Everyone will be watching the conclusion of today’s FOMC meeting to see whether the Fed hints at any change in policy. What will likely be said is that the Fed will acknowledge inflationary pressures and spend time this summer to determine how much inflation is enduring. The market reaction will depend how that is said. Investors want the Fed to acknowledge some concern, but not too much. It’s a tricky path to navigate.
Stocks fell modestly yesterday as investors anxiously awaited the outcome of the two-day FOMC meeting that will end today. There are actually two events of note happening today. One, just…
June 16, 2021 – Everyone will be watching the conclusion of today’s FOMC meeting to see whether the Fed hints at any change in policy. What will likely be said is that the Fed will acknowledge inflationary pressures and spend time this summer to determine how much inflation is enduring. The market reaction will depend how that is said. Investors want the Fed to acknowledge some concern, but not too much. It’s a tricky path to navigate.Read More