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