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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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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

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

January 14, 2022 – Inflation and interest rates remain front and center in investor’s minds. Inflation reports this week continued to be extremely elevated and above most expectations. In response, markets are basically flat on the week, while interest rates actually ticked lower. Is inflation priced in? What could change from here?

CPI updates on Wednesday set multi-decade highs on the inflation front, while PPI reports yesterday were quite similar. Headline consumer inflation rose 0.5% (6% annualized) while the more important core…

January 14, 2022 – Inflation and interest rates remain front and center in investor’s minds. Inflation reports this week continued to be extremely elevated and above most expectations. In response, markets are basically flat on the week, while interest rates actually ticked lower. Is inflation priced in? What could change from here?Read More

January 12, 2022 – The battle to beat inflation hasn’t begun yet. The Fed won’t start until March when it stops buying bonds and starts to raise rates, but the inflationary forces appear to be growing. The December CPI being reported today will offer answers.

On Monday, stocks fell sharply in the morning, continuing the slide that began on New Year’s Eve, but then they reversed. Equities simply fell too far, too fast. The 10-year…

January 12, 2022 – The battle to beat inflation hasn’t begun yet. The Fed won’t start until March when it stops buying bonds and starts to raise rates, but the inflationary forces appear to be growing. The December CPI being reported today will offer answers.Read More

January 10, 2022 – If there was a message last week, it was that speculative fever is dissipating as the Fed winds down its pace of bond purchases. No one knows when the purging of speculation will end but it probably will be with a thud, not a whimper. Market rotation to financials, industrials and energy names suggests the economy continues to thrive despite Omicron. The rotation can go a bit farther. The high growth sector got very overpriced, outpacing cyclical and value stocks for years, and it could take several more months for the rotation to run its course, allowing for some intermittent bounces and reversals. The overall market is down only modestly as the speculative fringes blow apart.

It was a tough week for stocks particularly on the NASDAQ. The speculative end of the market took the biggest hit as bond yields rose in line with continued economic…

January 10, 2022 – If there was a message last week, it was that speculative fever is dissipating as the Fed winds down its pace of bond purchases. No one knows when the purging of speculation will end but it probably will be with a thud, not a whimper. Market rotation to financials, industrials and energy names suggests the economy continues to thrive despite Omicron. The rotation can go a bit farther. The high growth sector got very overpriced, outpacing cyclical and value stocks for years, and it could take several more months for the rotation to run its course, allowing for some intermittent bounces and reversals. The overall market is down only modestly as the speculative fringes blow apart.Read More

January 7, 2022 – Increased volatility was expected for 2022, and markets are already giving investors something to think about. Fed minutes showed an increased desire to qualm inflation while pointing to less emphasis on job gains going forward. Quantitative tightening may be here sooner than many hoped.

Sellers continued to emerge in the growth vertical during Wednesday’s session, immediately following a release of the Fed’s December minutes. Every Fed meeting contains a lot of discussion among Board…

January 7, 2022 – Increased volatility was expected for 2022, and markets are already giving investors something to think about. Fed minutes showed an increased desire to qualm inflation while pointing to less emphasis on job gains going forward. Quantitative tightening may be here sooner than many hoped.Read More

January 5, 2022 – Markets have started the year rotating out of highflyers into industrials, banks, oil companies and other cyclicals. It is an acceleration that was already in place late last year. Until the purge of the frothiest names is complete, this rotation is likely to continue.

It has been an interesting start to the New Year. Stocks rose out of the gate yesterday but quickly there was separation between winners and losers. The winners, at least…

January 5, 2022 – Markets have started the year rotating out of highflyers into industrials, banks, oil companies and other cyclicals. It is an acceleration that was already in place late last year. Until the purge of the frothiest names is complete, this rotation is likely to continue.Read More

January 3, 2022 – 2022 will be a battleground with the tailwind of rising earnings confronting the threat of higher interest rates. It will also be a big election year, one with significant pending Supreme Court decisions, and perhaps most important, a new playbook for the Federal Reserve. January normally offers clues as to what lies ahead.

Stocks sold off late Friday, but it hardly made a dent on what turned out to be a very good year, probably quite a bit better than most expected a…

January 3, 2022 – 2022 will be a battleground with the tailwind of rising earnings confronting the threat of higher interest rates. It will also be a big election year, one with significant pending Supreme Court decisions, and perhaps most important, a new playbook for the Federal Reserve. January normally offers clues as to what lies ahead.Read More

December 31, 2021 – The final trading day of 2021 is upon us, and what a wild year it has been. While the major averages showed substantial gains, yet again, underneath the surface paints a much more confusing picture. While earnings will continue to impress into 2022, interest rates, Fed tightening, and inflation point towards more uncertainty as the economic cycle transitions to a new normal.

Despite a global pandemic, supply chain issues, low vaccination rates in emerging markets, and a slew of central banks reducing liquidity to fight inflation, stocks performed admirably. With one day…

December 31, 2021 – The final trading day of 2021 is upon us, and what a wild year it has been. While the major averages showed substantial gains, yet again, underneath the surface paints a much more confusing picture. While earnings will continue to impress into 2022, interest rates, Fed tightening, and inflation point towards more uncertainty as the economic cycle transitions to a new normal.Read More

December 29, 2021 – 2022 will be a battle of higher earnings versus higher inflation. We expect both to exceed expectations. 5% real growth without any population growth means more real consumption per capita. The Fed is slowly withdrawing stimulus, but the impact will still be felt through next year. Either the Fed is right, and inflation will fade quickly in 2022, or it isn’t taking the inflationary pressures in place seriously. As 2022 progresses, the answer will be resolved. The markets’ outcomes will depend on the answer.

Stocks drifted sideways yesterday in light holiday trading. More of the same can be expected for the rest of this week unless we receive some unexpected news. Over the past…

December 29, 2021 – 2022 will be a battle of higher earnings versus higher inflation. We expect both to exceed expectations. 5% real growth without any population growth means more real consumption per capita. The Fed is slowly withdrawing stimulus, but the impact will still be felt through next year. Either the Fed is right, and inflation will fade quickly in 2022, or it isn’t taking the inflationary pressures in place seriously. As 2022 progresses, the answer will be resolved. The markets’ outcomes will depend on the answer.Read More

December 27, 2021 – Looking forward, it is a battle of growing earnings against persistent inflation. Since the stock market, like most economic activity, works in a nominal world, some inflation is good. But inflation has exceeded expectations for so many months that the market risk is that persistent inflation ultimately requires a stronger Federal Reserve response.

I hope everyone enjoyed a wonderful holiday weekend in good health. On Wall Street, the traditional Santa Claus rally is in place as averages again flirt with record highs. For…

December 27, 2021 – Looking forward, it is a battle of growing earnings against persistent inflation. Since the stock market, like most economic activity, works in a nominal world, some inflation is good. But inflation has exceeded expectations for so many months that the market risk is that persistent inflation ultimately requires a stronger Federal Reserve response.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.

December 2021 Economic Update -
"2022 Outlook"

In this episode of Economic Updates, Tower Bridge Advisors' CIO Jim Meyer discusses the economic outlook for 2022 and the many factors at play. Jim sorts through the issues and suggests how investors should approach portfolio management in the year ahead.

Tower Bridge Advisors is an SEC Registered Investment Advisor.

December Webinar - Economic Update