We take your health and safety seriously. Learn more…
  • 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.

Request Portfolio Review

Why Choose Tower Bridge Advisors?

Philadelphia wealth management
Experienced investment team, customized and transparent portfolios
wealth management
Access our Market Commentary for our perspective on the economy and the investment markets
investing and wealth management
Wealth management focused on you and your goals
wealth management delaware valley
Sophisticated financial planning tools to analyze your portfolio and build a customized plan
wealth management delaware valley
We have a fiduciary duty to our clients

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.

Market Commentary

Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.

Sign Me Up!
wealth management near me

From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

February 3, 2023 – So much for tight monetary conditions!? Stocks roared yesterday following Fed Chair Powell’s question and answer session. There was little new news to digest, but any hint of a pause is being taken with rampant FOMO and short covering. Stocks staged an impressive 2-day rally. All eyes are on payrolls today, following a less than stellar earnings evening on Thursday.

The Fed’s statement, along with Chair Powell’s presser, followed expectations, but offered some minor hope for the bulls, intended or not. As soon as he spoke the word “disinflation”, markets…

February 3, 2023 – So much for tight monetary conditions!? Stocks roared yesterday following Fed Chair Powell’s question and answer session. There was little new news to digest, but any hint of a pause is being taken with rampant FOMO and short covering. Stocks staged an impressive 2-day rally. All eyes are on payrolls today, following a less than stellar earnings evening on Thursday.Read More

February 1, 2023 – Today the Federal Reserve concludes its 2-day FOMC meeting. While a quarter point rise in the Fed Funds rate is a foregone conclusion, the future direction of short-term rates will be the focus of everyone’s attention. Given the strong performance of financial markets in January, one should expect an effort by Chairman Powell to temper the current enthusiasm.

January was one for the record books with the S&P 500 rising almost 7% and the NASDAQ up over 11%. All this while economic growth was slipping toward recessionary levels.…

February 1, 2023 – Today the Federal Reserve concludes its 2-day FOMC meeting. While a quarter point rise in the Fed Funds rate is a foregone conclusion, the future direction of short-term rates will be the focus of everyone’s attention. Given the strong performance of financial markets in January, one should expect an effort by Chairman Powell to temper the current enthusiasm.Read More

January 30, 2023 – This will be a busy week for earnings and Fed watchers. The results will matter less than the commentary. Stocks have exploded out of the gate this January, perhaps too far, too fast. The news this week may be a headwind, at least for the moment.

E-A-G-L-E-S….Eagles! Now that I got that out of my system, let’s move to markets and the economy.  Hopefully, I can talk positively about the Eagles again in two weeks. ——-…

January 30, 2023 – This will be a busy week for earnings and Fed watchers. The results will matter less than the commentary. Stocks have exploded out of the gate this January, perhaps too far, too fast. The news this week may be a headwind, at least for the moment.Read More

January 27, 2023 – January strength continues to pull money in from the sidelines as FOMO is creeping back into the market. A 5% jump in the opening month historically portends to a solid year. While earnings are coming in mixed and guidance even more muted, it is the stock’s reaction that matters more.

Quite the turnaround from Microsoft’s# earnings and guidance that showed a more dramatic pullback for cloud and office spending than expected. The stock opened down $10 (4.5%), as Jim noted…

January 27, 2023 – January strength continues to pull money in from the sidelines as FOMO is creeping back into the market. A 5% jump in the opening month historically portends to a solid year. While earnings are coming in mixed and guidance even more muted, it is the stock’s reaction that matters more.Read More

January 25, 2023 – Microsoft’s somber outlook will throw a bucket of cold water on stocks this morning. While the reaction to a weak outlook is likely to be less severe than the pummeling tech stocks took after third quarter earnings reports, the news is likely to burst the recent bubble of optimism that an all-clear signal will be sounded imminently. Market volatility continues for now without setting interim new highs or lows.

Stocks rallied yesterday in front of Microsoft’s# earnings report. At first, after Microsoft reported results shortly after 4 pm, the stock rallied over 2% confirming yesterday’s strength in the market.…

January 25, 2023 – Microsoft’s somber outlook will throw a bucket of cold water on stocks this morning. While the reaction to a weak outlook is likely to be less severe than the pummeling tech stocks took after third quarter earnings reports, the news is likely to burst the recent bubble of optimism that an all-clear signal will be sounded imminently. Market volatility continues for now without setting interim new highs or lows.Read More

January 23, 2023 – Stocks remain in a trading range, pushed higher by declining long-term interest rates and pushed lower by economic fears. While markets trade within a range, there are winners and losers reacting to their own set of fundamentals.

Stocks rebounded Friday although they ended the week lower. Leading averages remain contained within a range going back to the beginning of November. Lower long-term interest rates, reacting to news…

January 23, 2023 – Stocks remain in a trading range, pushed higher by declining long-term interest rates and pushed lower by economic fears. While markets trade within a range, there are winners and losers reacting to their own set of fundamentals.Read More

January 20, 2023 – 2022 was a battle over inflation and how high interest rates would go. 2023 is turning into a battle over recessionary conditions and how much negative news is priced into stocks and bonds. There is wide disagreement on both, leading to an even cloudier picture for investors.

In 2022, when the Fed was battling inflation, bad economic news was “good” and vice versa. Every data point that showed slowing jobs, lower earnings and a decline in spending…

January 20, 2023 – 2022 was a battle over inflation and how high interest rates would go. 2023 is turning into a battle over recessionary conditions and how much negative news is priced into stocks and bonds. There is wide disagreement on both, leading to an even cloudier picture for investors.Read More

January 18, 2023- It’s earnings season. Goldman Sachs’ weak numbers yesterday sent stocks lower. A few good earnings reports will move them in the other direction, at least for the next two weeks. Meanwhile we are seeing rotation back to early cycle names, a good sign. Picking tomorrow’s winners means looking forward, not chasing what led the market in the last bull run.

Stocks fell yesterday in a relatively quiet mixed session. While the Dow fell a full percentage point, other leading averages fell much less. The main culprit was Goldman Sachs whose…

January 18, 2023- It’s earnings season. Goldman Sachs’ weak numbers yesterday sent stocks lower. A few good earnings reports will move them in the other direction, at least for the next two weeks. Meanwhile we are seeing rotation back to early cycle names, a good sign. Picking tomorrow’s winners means looking forward, not chasing what led the market in the last bull run.Read More

January 13, 2023 – Finally, a CPI report that did not send shockwaves through markets. A relatively in-line update with the first month-over-month decline in prices was welcome news. This continued a streak of declining monthly inflation reports and should show the Fed that it is time to slow their aggressiveness. Things will not be that easy though.

Markets have been hinging on employment and inflation reports for months now, causing ripple effects on every tenth of a point in either direction. A tame, but positive, stock and…

January 13, 2023 – Finally, a CPI report that did not send shockwaves through markets. A relatively in-line update with the first month-over-month decline in prices was welcome news. This continued a streak of declining monthly inflation reports and should show the Fed that it is time to slow their aggressiveness. Things will not be that easy though.Read More

READ MORE

Recent Videos

Wealth Management FAQs

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

February 2022 Economic Update - 
The New Normal?

In this video, Jim Vogt, Co-Chief Investment Officer of Tower Bridge Advisors, discusses the outlook for the markets in the months ahead. What will the New Normal look like?

Tower Bridge Advisors is an SEC Registered Investment Advisor.