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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. 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.

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.

Market Commentary

Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

October 20, 2021 – As earnings season progresses, we are seeing the impact of pricing power. Those that have it continue to prosper. Those that don’t hope they can raise prices enough to offset all their added costs. Investors need to focus on who has pricing flexibility and who doesn’t.

Stocks continued their rebound yesterday as earnings season began to get into high gear. The next 10 days will be the peak of earnings reports. Yesterday was a bit educational.…

October 20, 2021 – As earnings season progresses, we are seeing the impact of pricing power. Those that have it continue to prosper. Those that don’t hope they can raise prices enough to offset all their added costs. Investors need to focus on who has pricing flexibility and who doesn’t.Read More

October 2021 Economic Update – “This time is different – or is it?”

In this video titled, “This time is different – or is it?”, Senior Portfolio Manager Chris Crooks addresses the current economic outlook by looking at the parallels between the current…

October 2021 Economic Update – “This time is different – or is it?”Read More

October 18, 2021 – Earnings season got off to a good start. This week and next are the peak for earnings. We will learn a lot more about costs and supply chain issues, but whatever issues exist today may get resolved over the next year or so. That is last week’s message to investors. The solution will take time, but directionally, by mid-Summer 2022, Covid, supply chain issues, and inflation spikes should all be in the rear-view mirror.

Stocks rose sharply Thursday and Friday, putting the bulls back into the driver’s seat. We often see one-day rallies within downtrends, but two strong days back-to-back usually signify a change…

October 18, 2021 – Earnings season got off to a good start. This week and next are the peak for earnings. We will learn a lot more about costs and supply chain issues, but whatever issues exist today may get resolved over the next year or so. That is last week’s message to investors. The solution will take time, but directionally, by mid-Summer 2022, Covid, supply chain issues, and inflation spikes should all be in the rear-view mirror.Read More

October 15, 2021 – Solid earnings, government assistance with cargo ships stacking up in the ocean, and a decline in interest rates pointed towards “risk-on” yet again. Markets had one of their best days of 2021 with rallies across the board.

Another Friday comment from us and another late week rally ensues. Stocks were in positive territory across the board yesterday, this time led by Technology, Basic Material, Financial, Industrial and…

October 15, 2021 – Solid earnings, government assistance with cargo ships stacking up in the ocean, and a decline in interest rates pointed towards “risk-on” yet again. Markets had one of their best days of 2021 with rallies across the board.Read More

October 13, 2021 – Earnings season is getting underway. You will hear a lot about inflationary pressures and supply chain snarls. Right now, markets are fixated on those issues and reacting poorly. While they won’t go away near term, both will ease over time. It’s hard to see clear skies in the middle of a storm, but the underlying factors that will sustain economic growth remain in place.

Stocks continued to edge lower as concerns about inflation, supply chain issues, and Washington politics continued to weigh on investors. This morning starts earnings season with three big names reporting,…

October 13, 2021 – Earnings season is getting underway. You will hear a lot about inflationary pressures and supply chain snarls. Right now, markets are fixated on those issues and reacting poorly. While they won’t go away near term, both will ease over time. It’s hard to see clear skies in the middle of a storm, but the underlying factors that will sustain economic growth remain in place.Read More

October 11, 2021 – Markets remain volatile as growth slows, interest rates rise, and Washington politics remain a mess. Until supply chain problems are resolved the picture is unlikely to change. Demand is strong but much of it is unfilled. Perhaps it is time for Washington to take notice.

Stocks gave up some ground on Friday but still finished the week with decent gains. Trading remained volatile. Leadership rotated between growth and value stocks several times depending on the…

October 11, 2021 – Markets remain volatile as growth slows, interest rates rise, and Washington politics remain a mess. Until supply chain problems are resolved the picture is unlikely to change. Demand is strong but much of it is unfilled. Perhaps it is time for Washington to take notice.Read More

October 8, 2021 – Stocks have been STIMIED (more later) over the past month with numerous headwinds popping up. One of them, the debt ceiling, looks to have a solution. Even though it is basically kicking the can down the road, markets bounced higher after McConnell’s Wednesday afternoon offering, and continued to ramp yesterday. More shoes need to drop before we get the all-clear signal for stocks to resume their march to new highs. Today’s jobs report may offer critical data for bulls or bears.

Around 1PM on Wednesday, with the markets testing 3-month lows, news broke that Senator McConnell offered Democrats two options for defusing another DC standoff related to paying our bills. Everyone…

October 8, 2021 – Stocks have been STIMIED (more later) over the past month with numerous headwinds popping up. One of them, the debt ceiling, looks to have a solution. Even though it is basically kicking the can down the road, markets bounced higher after McConnell’s Wednesday afternoon offering, and continued to ramp yesterday. More shoes need to drop before we get the all-clear signal for stocks to resume their march to new highs. Today’s jobs report may offer critical data for bulls or bears.Read More

October 6, 2021 – Hopefully the debt ceiling issue can be solved shortly. The Democrats control the fate. If they don’t get it on the path to success soon, meaning within days, markets will scream, and the problem will get solved. Apart from that, it will take the Democrats another month or two to finalize a spending compromise. In the meantime, the Delta variant is fading, and the economy is improving. As we enter Q4, markets should take notice.

Markets rallied sharply yesterday, essentially recovering what they lost on Monday. As we keep repeating, the major characteristic of a market in transition is heightened volatility. This week’s action to…

October 6, 2021 – Hopefully the debt ceiling issue can be solved shortly. The Democrats control the fate. If they don’t get it on the path to success soon, meaning within days, markets will scream, and the problem will get solved. Apart from that, it will take the Democrats another month or two to finalize a spending compromise. In the meantime, the Delta variant is fading, and the economy is improving. As we enter Q4, markets should take notice.Read More

October 4, 2021 – A tough September is not a harbinger of what’s to come. The Delta variant is fading, and interest rates are not likely to rise as fast as they did in September. Inflation concerns remain. However, that should mute future upside. Higher earnings, on the other hand, will mute the downside.

Stocks rallied at the end of a dismal September. While growth in September deteriorated a bit thanks to the persistence of the Delta variant of Covid-19, stocks fell due to…

October 4, 2021 – A tough September is not a harbinger of what’s to come. The Delta variant is fading, and interest rates are not likely to rise as fast as they did in September. Inflation concerns remain. However, that should mute future upside. Higher earnings, on the other hand, will mute the downside.Read More

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October 2021 Economic Update
“This time is different - or is it?”

Watch our latest video in which Senior Portfolio Manager Chris Crooks addresses the economic outlook, by looking at the parallels between the current pandemic versus the 1918 Spanish Flu pandemic.

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