CLIENT FOCUSED
Click here to ask your question about the economy, the markets or something specific to your financial situation.- 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
Featured News and Insights
Trump Accounts Explained: What Parents Need to Know
Trump Accounts are a new savings option designed to help families invest for a child’s future. In this video, Nick Filippo, Tower Bridge Advisors’ Chief Marketing Officer, explains how Trump Accounts work, including eligibility, contributions, investment options, and tax considerations. He also discusses key differences between Trump Accounts and Custodial Roth IRAs.
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.
October 14, 2026 – The last few years have witnessed a concentrated stock market rally, with this year as no exception. Only about 30% of S&P 500 stocks have performed better than the index over the past 3 years. That means that about 70% of stocks have underperformed the S&P 500. About 45% of stocks in the S&P 500 are actually in negative territory this year. Recent bank earnings reports suggest continued economic growth, although bank stocks have been in correction territory recently also.
Banking on Banks Four of the largest U.S. banks reported third-quarter results yesterday: JPMorgan#, Wells Fargo#, Goldman Sachs# and Citigroup#. These banks posted a combined profit of $32 billion, up…
October 14, 2026 – The last few years have witnessed a concentrated stock market rally, with this year as no exception. Only about 30% of S&P 500 stocks have performed better than the index over the past 3 years. That means that about 70% of stocks have underperformed the S&P 500. About 45% of stocks in the S&P 500 are actually in negative territory this year. Recent bank earnings reports suggest continued economic growth, although bank stocks have been in correction territory recently also.Read More