- 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 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…
Friday was a dull session without much movement or news. Let me start this morning with a few statements of either fact or conclusion. Then I will try to pull…
Often times, stock and bond markets react in ways that are very counterintuitive. Robust quarterly earnings updates bring about aggressive selling. Horrible reports precede stocks rising. The discounting nature of…
Stocks closed mixed yesterday in a session with little economic news. The yield on 10-year Treasuries fell to 1.51%, the lowest yield since late February. This is despite the May…
While the gain in the number of new jobs was a bit below forecasts, it was right at the trailing 3-month average. Pre-pandemic, an addition of over 500,000 jobs per…
Stocks opened down across the board yesterday until reports came out that Biden’s private meeting with Senator Capito offered major changes to his American Jobs plan. Every report out of…
Yesterday stocks closed mixed after a strong opening. 10-year Treasury yields moved higher on good economic data. Oil prices spiked on improved demand forecasts and a sign that OPEC production…
Inflation and interest rates remain the name of the game, causing whipsaws in cyclical stocks relative to go-go growth this week. Longer lasting inflation means higher interest rates. This helps…
Stocks finished a bit lower in a quiet session yesterday. Treasury yields slipped to the bottom end of the recent range, aiding the tech sector. You have heard me say…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.