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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

September 17, 2021 – Economic data and quadruple-witching Friday brought more volatility this week. Markets fluctuated while digesting robust retail sales reports while also worrying about future Fed reactions should this data continue. Today could bring even more whipsaws with futures and options expirations.

Yesterday, the Dow Jones opened up nearly 130 points, then dropped over 400 in the next hour and a half before closing down by a mere 63 points. Two main…

September 17, 2021 – Economic data and quadruple-witching Friday brought more volatility this week. Markets fluctuated while digesting robust retail sales reports while also worrying about future Fed reactions should this data continue. Today could bring even more whipsaws with futures and options expirations.Read More

September 15, 2021 – The Delta variant and ongoing supply chain disruptions continue to create havoc. For the first time since the pandemic began, analysts are starting to reduce earnings expectations. Meanwhile, it is full speed ahead in Washington trying to push a $3.5 trillion spending package through Congress. With only a little over $2 trillion in taxes on the table, the obvious result would be a further explosion in debt.

Despite a favorable inflation report, stocks fell again yesterday. The S&P 500 is now down 6 of the last 7 sessions. The NASDAQ Composite fell for the fifth day in…

September 15, 2021 – The Delta variant and ongoing supply chain disruptions continue to create havoc. For the first time since the pandemic began, analysts are starting to reduce earnings expectations. Meanwhile, it is full speed ahead in Washington trying to push a $3.5 trillion spending package through Congress. With only a little over $2 trillion in taxes on the table, the obvious result would be a further explosion in debt.Read More

September 13, 2021 – House tax proposals do not seem as onerous as President Biden’s earlier request. Assuming the $3.5 trillion spending target is lowered before passage, further moderation of tax requests is likely. Separately, markets are looking ahead to next week’s FOMC meeting where the roadmap for bond purchase tapering will be the prime topic.

Stocks fell once again on Friday despite a strong start. In fact, losses accelerated into the close capping the worst week for the market since February. Over the weekend, the…

September 13, 2021 – House tax proposals do not seem as onerous as President Biden’s earlier request. Assuming the $3.5 trillion spending target is lowered before passage, further moderation of tax requests is likely. Separately, markets are looking ahead to next week’s FOMC meeting where the roadmap for bond purchase tapering will be the prime topic.Read More

September 10, 2021 – Interest rates continue to meander at historically low levels. Once in a generation stimulus measures, global GDP expansion, and inflation spikes should force yields higher. Debt ceiling limits have slowed Treasury issuance, but what happens next could be the catalyst to get back to something closer to “normal” in bond land. Implications are far and wide.

Market averages continue to waffle around recent highs with minor movement for most of this week. If this morning’s futures hold up, major averages will end the week flat. The…

September 10, 2021 – Interest rates continue to meander at historically low levels. Once in a generation stimulus measures, global GDP expansion, and inflation spikes should force yields higher. Debt ceiling limits have slowed Treasury issuance, but what happens next could be the catalyst to get back to something closer to “normal” in bond land. Implications are far and wide.Read More

September 8, 2021 – Disruptions of supply chains and the impact of the Delta variant may be starting to give investors jitters. Over the next two weeks, headlines will be filled with details of the President’s huge spending and tax plans. Investors are unlikely to enjoy that either. The Fed is still buying bonds and the economy is still growing, but markets look ready to take a rest. Any decline should be viewed as a correction, not an end to the bull market.

Stocks fell broadly yesterday as some economists lowered growth projections for the rest of this year, and signs that inflation might be more persistent than transient, gripped investors. The good…

September 8, 2021 – Disruptions of supply chains and the impact of the Delta variant may be starting to give investors jitters. Over the next two weeks, headlines will be filled with details of the President’s huge spending and tax plans. Investors are unlikely to enjoy that either. The Fed is still buying bonds and the economy is still growing, but markets look ready to take a rest. Any decline should be viewed as a correction, not an end to the bull market.Read More

September 1, 2021 – There is a lot of turmoil around the world today, but most has only modest economic impact. Even Ida’s devastation has had little impact on oil markets. We enter a quiet zone after Friday’s employment report. The key events to watch in September are the FOMC meeting culminating on the 22nd, and details of the Biden tax proposals due in a couple of weeks or less.

Stocks finished marginally lower in mixed trading yesterday. Bond rates were little changed. Yesterday’s front page showed a lot of turmoil. The aftereffect of a major hurricane was creating havoc…

September 1, 2021 – There is a lot of turmoil around the world today, but most has only modest economic impact. Even Ida’s devastation has had little impact on oil markets. We enter a quiet zone after Friday’s employment report. The key events to watch in September are the FOMC meeting culminating on the 22nd, and details of the Biden tax proposals due in a couple of weeks or less.Read More

August 30, 2021 – Fed Chairman Jerome Powell on Friday signaled a start of tapering before the end of the year. At the same time, he indicated that any hike in the Federal Funds rate is likely a long way off. It is a message markets wanted to hear. It is also predicated on his belief that current inflationary pressures are transient.

Stocks rose Friday after a dovish speech by Federal Reserve Chairman Jerome Powell. While his forecast that the Fed would begin to slow the pace of bond purchases before the…

August 30, 2021 – Fed Chairman Jerome Powell on Friday signaled a start of tapering before the end of the year. At the same time, he indicated that any hike in the Federal Funds rate is likely a long way off. It is a message markets wanted to hear. It is also predicated on his belief that current inflationary pressures are transient.Read More

August 27, 2021 – A long-awaited speech by Chairman Powell is set to dominate market activity today. Interest rates rose this week in anticipation of a dovish tone. That, and more spending plans, put Modern Monetary Theory to the test.

The Jackson Hole Economic Policy Symposium is upon us, which started yesterday in Wyoming. This annual symposium has been one of the most anticipated Federal Reserve events each year since…

August 27, 2021 – A long-awaited speech by Chairman Powell is set to dominate market activity today. Interest rates rose this week in anticipation of a dovish tone. That, and more spending plans, put Modern Monetary Theory to the test.Read More

August 25, 2021 – Stocks rose for the third straight session as signs appear the Delta variant may be near its peak, and interest rates remain stable in front of the Federal Reserve’s Jackson Hole meeting later this week. Moderation of both growth and inflation suggest that the tapering of bond purchases likely will be deferred until later this Fall.

Stocks have rallied this week as messaging from the Fed suggests no tapering decision before the November meeting. The Jackson Hole meeting, virtual this year, will be held at the…

August 25, 2021 – Stocks rose for the third straight session as signs appear the Delta variant may be near its peak, and interest rates remain stable in front of the Federal Reserve’s Jackson Hole meeting later this week. Moderation of both growth and inflation suggest that the tapering of bond purchases likely will be deferred until later this Fall.Read More

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Recent Videos

Wealth Management FAQs

Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.

June 2021 Economic Update
“Is this a Bubble?”

In this episode of Economic Updates, Chris Gildea, a Principal and Portfolio Manager with Tower Bridge Advisors, analyzes key factors to assess the current state of the economy.

Tower Bridge Advisors is an SEC Registered Investment Advisor.

June 2021 Economic Outlook Webinar