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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

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.

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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.

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.

Economic Update

April 2023 Webinar - Banks, the Economy and Valuation

April 2023 Economic Update – The Banks, The Economy and Valuation

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses three key topics impacting investors – Banks, the Economy and Valuation. Please watch as Jim provides some perspective on these topics and gives investors some sense of how to position portfolios for what lies ahead.

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Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

April 15, 2026 – Today is Tax Day, marking the deadline for individuals to file 2025 federal income tax returns or request an extension. Tax refunds are averaging higher in 2026 compared to last year, with April IRS data showing an average refund up over 10%. That additional stimulus may be offset by higher gasoline and energy prices in the short run. However, markets rebounded strongly this week based upon hopes for an end to the Middle East conflict and a return of Magnificent Seven buying. Stock market futures are indicated flattish this morning/

The Return of the Magnificent Seven The Magnificent Seven was a movie from 1960 about seven gunslingers who were recruited to protect a small town in Mexico. The term Magnificent…

April 15, 2026 – Today is Tax Day, marking the deadline for individuals to file 2025 federal income tax returns or request an extension. Tax refunds are averaging higher in 2026 compared to last year, with April IRS data showing an average refund up over 10%. That additional stimulus may be offset by higher gasoline and energy prices in the short run. However, markets rebounded strongly this week based upon hopes for an end to the Middle East conflict and a return of Magnificent Seven buying. Stock market futures are indicated flattish this morning/Read More

April 8, 2026 – The U.S. economy is reaching a tipping point as many families exhaust their savings and lean on record-high credit card debt to cover the rising cost of energy. While the wealthy remain shielded by their assets, average households face a “K-shaped” squeeze that makes a conservative investment strategy with some exposure to energy more critical than ever.

The Tightening Noose of Energy and Depleted Savings The resilience of the American consumer has long been the bedrock of the domestic economy, but recent data suggests this foundation is…

April 8, 2026 – The U.S. economy is reaching a tipping point as many families exhaust their savings and lean on record-high credit card debt to cover the rising cost of energy. While the wealthy remain shielded by their assets, average households face a “K-shaped” squeeze that makes a conservative investment strategy with some exposure to energy more critical than ever.Read More

April 1, 2026 – Markets rebounded strongly yesterday on the last day of the first quarter based upon hopes for an end to the Middle East conflict. Most sectors bounced solidly, except for utilities and energy, which had previously posted robust gains. While stock market indices had been skimming into correction territory recently, the S&P 500 posted its biggest one-day gain yesterday since last May. Stock market futures are indicated higher this morning.

“The Wealth of Nations” – The Musical This year marks the 250th anniversary of U.S. independence, but also the 250th anniversary of Adam Smith’s publication, “The Wealth of Nations” (the…

April 1, 2026 – Markets rebounded strongly yesterday on the last day of the first quarter based upon hopes for an end to the Middle East conflict. Most sectors bounced solidly, except for utilities and energy, which had previously posted robust gains. While stock market indices had been skimming into correction territory recently, the S&P 500 posted its biggest one-day gain yesterday since last May. Stock market futures are indicated higher this morning.Read More

March 25, 2026 – The global economy is currently caught in an unprecedented tug-of-war between the inflationary pressures of fiscal dominance and the powerful, deflationary gravity of artificial intelligence. Understanding which of these monumental forces will ultimately dictate the coming decade is the central macroeconomic question facing markets today.

The Great Tug-of-War – Fiscal Dominance vs. AI Deflation As we navigate the complexities of early 2026, the global economy finds itself caught in an unprecedented tug-of-war between two monumental,…

March 25, 2026 – The global economy is currently caught in an unprecedented tug-of-war between the inflationary pressures of fiscal dominance and the powerful, deflationary gravity of artificial intelligence. Understanding which of these monumental forces will ultimately dictate the coming decade is the central macroeconomic question facing markets today.Read More

March 18, 2026 – College basketball March Madness begins this week, and betting markets are off and running. Investors are in the midst of their own market fixation as winners from last year are struggling to put points on the board this year. Major stock market averages rebounded cautiously this week as investors gauge the potential impact on growth and inflation from the Midde East conflict. Stock market futures are indicated lower this morning as we await a Federal Reserve decision and forward-looking commentary.

March Madness College basketball March Madness begins this week. Picking the winners in each division can sometimes be little better than chance due to unexpected outcomes. Uncertainty has increased on…

March 18, 2026 – College basketball March Madness begins this week, and betting markets are off and running. Investors are in the midst of their own market fixation as winners from last year are struggling to put points on the board this year. Major stock market averages rebounded cautiously this week as investors gauge the potential impact on growth and inflation from the Midde East conflict. Stock market futures are indicated lower this morning as we await a Federal Reserve decision and forward-looking commentary.Read More

March 11, 2026 – While escalating geopolitical tensions in the Middle East are fueling short-term volatility, it is critical to rely on a strategically balanced and diversified portfolio to weather these immediate storms. Furthermore, as the AI revolution triggers a generational repricing of technology, this disciplined allocation ensures your wealth is protected from vulnerable “asset-light” software companies and positioned to capture growth in tangible, “asset-heavy” physical industries.

Navigating Recent Market Volatility If you have checked your portfolio recently and felt a knot in your stomach, you are certainly not alone. The market has been on a violent,…

March 11, 2026 – While escalating geopolitical tensions in the Middle East are fueling short-term volatility, it is critical to rely on a strategically balanced and diversified portfolio to weather these immediate storms. Furthermore, as the AI revolution triggers a generational repricing of technology, this disciplined allocation ensures your wealth is protected from vulnerable “asset-light” software companies and positioned to capture growth in tangible, “asset-heavy” physical industries.Read More

March 4, 2026 – Major stock market averages stumbled this week as the Middle East conflict rattled investors. However, markets recovered from yesterday’s morning lows, and the S&P 500 is down less than 1% year to date. This comes after the S&P 500 has been trading near all-time highs recently and after three strong years of market returns. Four of eleven S&P 500 sectors are down this year, although 7 sectors are in positive territory and five sectors are up 10% or more. The effects of this Black Swan event remain to be seen, depending upon the extent and duration of the conflict and its impact on energy supplies, economic growth and inflation. Stock market futures are indicated positive this morning.

Black Swans A-Swimming “The Black Swan” is a book by Nassim Taleb about the massive impact of rare, unpredictable events. At one point, all known swans were thought to be…

March 4, 2026 – Major stock market averages stumbled this week as the Middle East conflict rattled investors. However, markets recovered from yesterday’s morning lows, and the S&P 500 is down less than 1% year to date. This comes after the S&P 500 has been trading near all-time highs recently and after three strong years of market returns. Four of eleven S&P 500 sectors are down this year, although 7 sectors are in positive territory and five sectors are up 10% or more. The effects of this Black Swan event remain to be seen, depending upon the extent and duration of the conflict and its impact on energy supplies, economic growth and inflation. Stock market futures are indicated positive this morning.Read More

February 25, 2026 – While artificial intelligence is driving real business capabilities, the massive infrastructure costs and uncertain long-term profitability have triggered wild fluctuations in stocks tied to AI themes. Rather than reacting to these daily market swings, ignore the volatility and keep your focus on identifying the true long-term winners as they begin to demonstrate tangible financial success.

AI is a Disruptive Force for Businesses Much like the recent closing ceremonies of the Milano Cortina Winter Olympics, the initial, spectacular hype cycle of artificial intelligence is finally wrapping…

February 25, 2026 – While artificial intelligence is driving real business capabilities, the massive infrastructure costs and uncertain long-term profitability have triggered wild fluctuations in stocks tied to AI themes. Rather than reacting to these daily market swings, ignore the volatility and keep your focus on identifying the true long-term winners as they begin to demonstrate tangible financial success.Read More

February 18, 2026 – As the Winter Olympics wind down over the next week, several medals have been won by merely staying on course. Sometimes just finishing the race, even backwards, can advance an Olympic contender to the next level of competition. Staying on course, keeping an eye on risk, and making adjustments along the way are just as important in an investment strategy.

Shredding the Half-Pipe As the Winter Olympics continue in Milan and Cortina, Italy, one thing is noteworthy. While a number of events involve going downhill at great speed, several medals…

February 18, 2026 – As the Winter Olympics wind down over the next week, several medals have been won by merely staying on course. Sometimes just finishing the race, even backwards, can advance an Olympic contender to the next level of competition. Staying on course, keeping an eye on risk, and making adjustments along the way are just as important in an investment strategy.Read More

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