- 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 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.…
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…
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…
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…
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,…
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…
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…
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…
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…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.