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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

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.

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Why Choose Tower Bridge Advisors?

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Experienced investment team, customized and transparent portfolios
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Wealth management focused on you and your goals
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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.

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.

Featured News and Insights

What Parents Need to Know about Trump Accounts - Video

Trump Accounts Explained: What Parents Need to Know

Trump Accounts are a new savings option designed to help families invest for a child’s future. In this video, Nick Filippo, Tower Bridge Advisors’ Chief Marketing Officer, explains how Trump Accounts work, including eligibility, contributions, investment options, and tax considerations. He also discusses key differences between Trump Accounts and Custodial Roth IRAs.

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

October 7, 2026 – Rapidly rising Treasury yields are turning the screws on cheap money and over-leveraged debt, making real portfolio diversification the defense before today’s unchecked AI spending boom meets an inevitable profit hangover.

Balancing Opportunity and Risk: Navigating Rising Yields and the AI Cycle Building and preserving wealth over the long run requires balancing the excitement of emerging technologies with the realities of…

October 7, 2026 – Rapidly rising Treasury yields are turning the screws on cheap money and over-leveraged debt, making real portfolio diversification the defense before today’s unchecked AI spending boom meets an inevitable profit hangover.Read More

September 30, 2026 – Like the rings on a tree cross-section, the economy and markets are reacting to external stimuli and environmental shocks. Corporate earnings and economic growth continue to be solid, although higher interest rates threaten to slow the current expansion. The Fed believes a bit of pruning will continue to be necessary to keep inflation under control.

Trees Don’t Grow to the Sky A large tree ring exhibit sits near the entrance to Muir Woods in northern California. The exhibit is a cross-section slice of a coastal…

September 30, 2026 – Like the rings on a tree cross-section, the economy and markets are reacting to external stimuli and environmental shocks. Corporate earnings and economic growth continue to be solid, although higher interest rates threaten to slow the current expansion. The Fed believes a bit of pruning will continue to be necessary to keep inflation under control.Read More

September 23, 2026 – With safe bonds paying 5%, ordinary companies are struggling to look attractive—leaving only the booming AI giants able to keep up with the math, even as soaring expectations and heavy spending create new risks of their own.

The Order Arrives Last week, we compared financial markets to the South Korean “dopamine shopping” websites where users fill up virtual carts with things they never actually buy. For months,…

September 23, 2026 – With safe bonds paying 5%, ordinary companies are struggling to look attractive—leaving only the booming AI giants able to keep up with the math, even as soaring expectations and heavy spending create new risks of their own.Read More

September 16, 2026 – Today is decision day for the Federal Reserve. A small interest rate hike is mostly discounted in expectations, but it may be more of a surprise if we do not get one. Energy prices and global bond yields have been marching higher over the last few weeks. Coupled with concerns surrounding an AI spending slowdown, it is no wonder that stocks have taken it on the chin recently.

Decision Day for the Fed The 10-year US Treasury yield rose this week to the highest level in almost two decades during a bruising global bond selloff. This has been…

September 16, 2026 – Today is decision day for the Federal Reserve. A small interest rate hike is mostly discounted in expectations, but it may be more of a surprise if we do not get one. Energy prices and global bond yields have been marching higher over the last few weeks. Coupled with concerns surrounding an AI spending slowdown, it is no wonder that stocks have taken it on the chin recently.Read More

Trump Accounts Explained: What Parents Need to Know

Trump Accounts are a new savings option designed to help families invest for a child’s future. In this video, Nick Filippo, Tower Bridge Advisors’ Chief Marketing Officer, explains how Trump…

Trump Accounts Explained: What Parents Need to KnowRead More

September 9, 2026 – Back-to-school season finds investors studying a shifting market, a resilient economy, and the next chapter of AI. What does the market’s report card reveal—and why might patience earn the highest marks?

“Summer really flew by this year…” are words that nearly every American thought or heard over the Labor Day holiday weekend. We agree. In the investment business, the summertime dog…

September 9, 2026 – Back-to-school season finds investors studying a shifting market, a resilient economy, and the next chapter of AI. What does the market’s report card reveal—and why might patience earn the highest marks?Read More

September 2, 2026 – New Federal Reserve Chairman Kevin Warsh noted recently that he wants to avoid a “Hall of Mirrors” problem. That is, if markets rely on the Fed’s guidance, and the Fed relies on market prices to adjust policies, then the Fed is more likely to be blinded to new developments. Energy prices and global bond yields are mirroring each other as they move higher, and may force a policy response from the Fed as the year progresses.

Oil and Inflation A surge in oil prices rippled through global markets this week, impacting stocks and bonds on worries that higher energy costs will fuel inflation and force the…

September 2, 2026 – New Federal Reserve Chairman Kevin Warsh noted recently that he wants to avoid a “Hall of Mirrors” problem. That is, if markets rely on the Fed’s guidance, and the Fed relies on market prices to adjust policies, then the Fed is more likely to be blinded to new developments. Energy prices and global bond yields are mirroring each other as they move higher, and may force a policy response from the Fed as the year progresses.Read More

A Personalized Approach to Wealth Management

Experienced investment team, customized and transparent portfolios Effective wealth management starts with understanding each client’s individual goals and circumstances. Tower Bridge Advisors combines the experience of its investment team with…

A Personalized Approach to Wealth ManagementRead More

August 26, 2026 – Washington’s attempt to artificially hold down interest rates can’t hide a $40 trillion debt, and if market reality eventually pushes rates higher, high-risk and speculative investments will suffer the most painful losses.

The Most Important Price Tag in the World When you follow financial headlines, terms like the “10-year Treasury yield” can easily sound like Wall Street jargon. In reality, the interest…

August 26, 2026 – Washington’s attempt to artificially hold down interest rates can’t hide a $40 trillion debt, and if market reality eventually pushes rates higher, high-risk and speculative investments will suffer the most painful losses.Read More

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