- 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
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
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.
Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.
From The Blog
Stocks rallied yesterday while bonds stayed mostly level in front of next week’s Federal Reserve meeting. For a change, the leaders were the big tech stocks, noticeable laggards over the…
Stocks drifted lower yesterday amid a lack of hard news. The JOLTS survey, which measures job openings and quits, got outsized attention due to the drop in job listings last…
The rally marches on. Friday’s strength led the Dow to its sixth straight weekly gain, something that hasn’t occurred in a few years. The headline news over the weekend was…
November ended with a bang, at least for the Dow, with the Industrials rising 1.5% yesterday after a strong earnings report from Salesforce. However, the NASDAQ lagged amid some profit…
Stocks rose once again yesterday although gains were modest and not broad-based. Bond yields edged lower. 10-year Treasury yields are now below 4.3%. At the end of October, they touched…
Stocks were mixed on Friday but equity markets still managed their fourth straight up week. Bond yields ended lower for the week with the 10-year Treasury now at 4.47%. Earnings…
Yesterday was a quiet session leading off a week that is only likely to get quieter. Today is a full trading session but investors are more likely on their way…
The momentum from the October rally in both the bond and stock markets slowed last week as bargains started to disappear and no new catalyst surfaced to drive prices materially…
Stocks were little changed yesterday. Positive momentum and lower interest rates were offset by weak earnings reports from Dow Components Cisco# and Wal-Mart. Indeed, the Wal-Mart reaction puts an exclamation…
Wealth Management FAQs
Frequently Asked Questions: Click here for answers to commonly asked questions about our wealth management services and business operation.