- 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.
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
Although Black Friday is not the shopping spree it used to be, bond and stock markets will close early today. The tradition started back in 1992 as exchanges realized that…
Stocks continued to climb as fears of a recession waned. Bond markets were relatively quiet. Oil prices rebounded as traders were unsure whether OPEC would raise production as much as…
Stocks rose again Friday, lifted by a late afternoon rally. Bond yields crept higher. Oil prices fell. The tech sector continues to lag, a combination of valuation concerns and deteriorating…
Six months ago, major stock averages were at similar levels as today. The Dow Jones Industrial average has been the strongest since then, with a ~2% advance since June. Rotation…
Stocks continued to rally yesterday after a favorable PPI report showed commodity inflation slowing. That really should have come as no surprise. Markets were also boosted by a stronger than…
Stocks had another very strong week, building on the strength exhibited in October. A favorable CPI report on Thursday sparked a huge rally, lifting the Dow by 3% and the…
We have been noting for months that leading economic indicators have all been pointing to inflation cooling, money supply tightening, hiring plans dropping and growth going lower. However, these variables…
Stocks rallied once again as bond yields held steady. Economic data continues to show an economy in slow growth mode. Thursday morning’s CPI release will give some hint as to…
Stocks went for a wild ride Friday after an employment report that showed the economy was continuing to grow and wage rate increases were still higher than central bankers wanted…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.