• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to secondary navigation
  • Skip to footer

Before Header

Philadelphia Wealth & Asset Management Firm

wealth management

  • Why TBA?
    • Why Tower Bridge Advisors?
    • FAQs
  • Who We Serve
    • Individuals & Families
    • Financial Advisors
    • Institutions & Consultants
    • Medical & Dental Professionals
  • People
    • Maris A. Ogg, CFA® – President
    • James M. Meyer, CFA® – Principal & CIO
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • James T. Vogt – Senior Portfolio Manager
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
    • Christopher M. Crooks, CFA®, CFP® – Senior Portfolio Manager
    • Michael J. Adams – Senior Portfolio Manager
  • Wealth Management
    • How to Select the Best Wealth Management Firms
  • Process
    • Financial Planning
    • Process – Equities
    • Process – Fixed Income
  • Client Service
  • News
    • Market Commentary
  • Video
    • Economic Updates
  • Contact
  • Click to Call: 610.260.2200
  • Send A Message
  • Why TBA?
    • Why Tower Bridge Advisors?
    • FAQs
  • Services
    • Individuals & Families
    • Financial Advisors
    • Institutions & Consultants
    • Medical & Dental Professionals
  • People
    • Maris A. Ogg, CFA®
    • James M. Meyer, CFA – Principal & CIO
    • Raymond F. Reed, CFA – Principal
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • James T. Vogt – Senior Portfolio Manager
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
  • Wealth Management
  • Our Process
    • Financial Planning
    • Process: Equities
    • Process – Fixed Income
  • Client Service
  • News
    • News & Resources
    • Market Commentary
  • Videos
    • Economic Updates
  • Contact
  • asset management
    wealth management firms
    INDEPENDENT, EXPERIENCED,
    CLIENT FOCUSED
  • private wealth management
    wealth management firms
    WHY TOWER BRIDGE ADVISORS?
  • registered investment advisor
    wealth management firms
    HOW TO SELECT THE BEST WEALTH MANAGEMENT FIRMS
  • registered investment advisor
    wealth management firms
    WEALTH MANAGEMENT

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

registered investment advisor

Maris A. Ogg, CFA®
President

best wealth management firms

James M. Meyer, CFA®
Principal & CIO

wealth management

Robert T. Whalen
Principal

private wealth management

Nicholas R. Filippo
VP, Sales & Marketing

wealth management firms

Jeffrey Kachel
CFO, Principal & CTO

asset management

James T. Vogt
Senior Portfolio Manager

wealth management

Chad M. Imgrund
Sr. Research Analyst

registered investment advisor

Christopher E. Gildea
Senior Portfolio Manager

private wealth management

Daniel P. Rodan
Senior Portfolio Manager

Christopher M. Crooks, CFA®, CFP®

Christopher M. Crooks, CFA®, CFP®
Senior Portfolio Manager

Michael J. Adams, Senior Portfolio Manager

Michael J. Adams
Senior Portfolio Manager

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

March 29, 2023 – Banks stocks are an important market indicator, usually outperforming as the market recovery begins. Current bank stock valuations suggest upside for the long term, but until investors are satisfied that banks are adequately reserved to withstand economic weakness, the volatility will continue. We take a deeper look at bank loan portfolios and the position of commercial loans.

Obviously, the market is worried about banks. I do not need to restate the events of the past few weeks, but this sector is an important market indicator as banks…

March 29, 2023 – Banks stocks are an important market indicator, usually outperforming as the market recovery begins. Current bank stock valuations suggest upside for the long term, but until investors are satisfied that banks are adequately reserved to withstand economic weakness, the volatility will continue. We take a deeper look at bank loan portfolios and the position of commercial loans.Read More

March 27, 2023 – A hectic week ended with markets close to where they began. Banks continued to be a weak spot. Lower oil prices impacted the energy sector. Overall, the economy still seems resilient, but recent stress will impact activity as banks tighten loan standards and corporations seek liquidity.

Stocks dipped at the open on Friday as traders worried about contagion in the banking world in Europe, with most concern focused on Deutsche Bank. Although the prices for credit…

March 27, 2023 – A hectic week ended with markets close to where they began. Banks continued to be a weak spot. Lower oil prices impacted the energy sector. Overall, the economy still seems resilient, but recent stress will impact activity as banks tighten loan standards and corporations seek liquidity.Read More

March 24, 2023 – Contradictions abound as we close out the week following another volatile reaction to a Fed meeting. The Federal Reserve raised interest rates again, even though banks are begging for cash at the discount window at levels above the peak in 2008. Numerous officials preach that bank deposits are safe, but Secretary Yellen offered less enthusiasm than hoped for with her Congressional testimony. All of this adds up to more uncertainty and a range-bound market.

Rightly or wrongly, Chairman Powell followed expectations and brought another quarter point hike to Fed Funds, bringing the upper range to 5%. Higher rates will make it even harder for…

March 24, 2023 – Contradictions abound as we close out the week following another volatile reaction to a Fed meeting. The Federal Reserve raised interest rates again, even though banks are begging for cash at the discount window at levels above the peak in 2008. Numerous officials preach that bank deposits are safe, but Secretary Yellen offered less enthusiasm than hoped for with her Congressional testimony. All of this adds up to more uncertainty and a range-bound market.Read More

March 22, 2023 – Hang on to your hats. It’s FOMC day! Fed officials face a tough call, on whether to raise rates amid current banking turmoil. Markets believe they will. But the rate hiking cycle is nearing an end. Even assuming one more increase in May, summer inflation should have cooled enough to stop the rate hikes. The strong stock market rally of the past two days suggests a belief that the cost of the current banking turmoil can be contained. Whether that is hope or truth remains to be seen. It is rare for financial crises to end until the Fed changes direction.

Stocks rallied for the second straight session in front of the conclusion of the FOMC meeting today which will help to define the Fed’s future course. Bond yields rose modestly.…

March 22, 2023 – Hang on to your hats. It’s FOMC day! Fed officials face a tough call, on whether to raise rates amid current banking turmoil. Markets believe they will. But the rate hiking cycle is nearing an end. Even assuming one more increase in May, summer inflation should have cooled enough to stop the rate hikes. The strong stock market rally of the past two days suggests a belief that the cost of the current banking turmoil can be contained. Whether that is hope or truth remains to be seen. It is rare for financial crises to end until the Fed changes direction.Read More

March 20, 2023 – UBS buys out Credit Suisse and disaster is averted once again, but markets remain skittish. First Republic seems next in line. All this comes in front of Wednesday’s FOMC meeting. Crises don’t end until the Fed changes course. A pause is in order. That would contradict previous signals. A pause doesn’t have to concede that the fight against inflation is over. It would merely be a pause. If bank failure fears can be contained, another rise in rates in May would be possible, if needed. But there is a lot of evidence to suggest it won’t be. The stock market’s course near-term is clearly binary depending on what the Fed does Wednesday.

Stocks continued to slide on Friday as a possible collapse of Credit Suisse came into focus. Unlike other banks, Credit Suisse is primarily an investment bank, with a major securities…

March 20, 2023 – UBS buys out Credit Suisse and disaster is averted once again, but markets remain skittish. First Republic seems next in line. All this comes in front of Wednesday’s FOMC meeting. Crises don’t end until the Fed changes course. A pause is in order. That would contradict previous signals. A pause doesn’t have to concede that the fight against inflation is over. It would merely be a pause. If bank failure fears can be contained, another rise in rates in May would be possible, if needed. But there is a lot of evidence to suggest it won’t be. The stock market’s course near-term is clearly binary depending on what the Fed does Wednesday.Read More

March 17, 2023 – While banks are scrounging for support, ancillary effects are becoming priced into cyclical sectors of the market as lower interest rates bring investors back to growth leaders. Quadruple options expiration and further bank concerns will drive more volatility to end this crazy week. A record breaking rush to the Fed Discount Window shows how desperate some banks are to cover recent withdrawals.

Markets rallied hard yesterday afternoon following increased intervention into beaten down banks. First, it was across the pond as the Swiss Central Bank injected up to 50 billion Francs to…

March 17, 2023 – While banks are scrounging for support, ancillary effects are becoming priced into cyclical sectors of the market as lower interest rates bring investors back to growth leaders. Quadruple options expiration and further bank concerns will drive more volatility to end this crazy week. A record breaking rush to the Fed Discount Window shows how desperate some banks are to cover recent withdrawals.Read More

March 15, 2023 – Stocks rebounded yesterday, stemming losses from last week, but the recovery may be short-lived as European bank stocks are under severe pressure this morning. The failures of two banks in the last week may be the end of the crisis or the tip of the iceberg. We won’t know that for days or weeks. In the meantime, markets hate uncertainty, and the likelihood of recession has risen. Beware the Ides of March.

Stocks rebounded yesterday, stemming the recent sharp losses that followed the bankruptcies and bailouts of several large regional banks. All 11 S&P 500 sectors finished with gains. Bonds sold off…

March 15, 2023 – Stocks rebounded yesterday, stemming losses from last week, but the recovery may be short-lived as European bank stocks are under severe pressure this morning. The failures of two banks in the last week may be the end of the crisis or the tip of the iceberg. We won’t know that for days or weeks. In the meantime, markets hate uncertainty, and the likelihood of recession has risen. Beware the Ides of March.Read More

March 13, 2023 – The Fed and FDIC stepped in over the weekend to create a new lending program to save depositors of two large banks that failed since Friday. That’s an important first step, but the rules of engagement in the banking industry have changed. Banks will have to pay depositors to retain their money. The same will go for stock brokers. We are witnessing what happens when the Fed is forced to change the money landscape too quickly. Every tightening cycle has its crisis. We are in the midst of one now. Crises happen at the end of a cycle, a consequence of earlier actions. Now the Fed needs to find a new path to secure the economy and fight inflation.

Stocks fell sharply late last week as Silicone Valley Bank, the 22nd largest bank in the country failed. Sunday Signature Bank also failed. These were the second and third largest…

March 13, 2023 – The Fed and FDIC stepped in over the weekend to create a new lending program to save depositors of two large banks that failed since Friday. That’s an important first step, but the rules of engagement in the banking industry have changed. Banks will have to pay depositors to retain their money. The same will go for stock brokers. We are witnessing what happens when the Fed is forced to change the money landscape too quickly. Every tightening cycle has its crisis. We are in the midst of one now. Crises happen at the end of a cycle, a consequence of earlier actions. Now the Fed needs to find a new path to secure the economy and fight inflation.Read More

March 10, 2023 – It is Friday Jobs Day yet again! Never before have so many backward-looking reports meant so much for markets. February CPI is next in line this coming Tuesday. Fed Chair Powell has not really changed much of his commentary; the Fed is data dependent and the Fed Funds rate will be higher for longer. However, recent stress in the banking sector may throw a wrench in their plans to raise rates much higher.

Recent jobs and inflation reports were stronger than expected, meaning inflation remains elevated. Futures markets were pricing in an 80% chance of another 50bp increase in Fed Funds on March…

March 10, 2023 – It is Friday Jobs Day yet again! Never before have so many backward-looking reports meant so much for markets. February CPI is next in line this coming Tuesday. Fed Chair Powell has not really changed much of his commentary; the Fed is data dependent and the Fed Funds rate will be higher for longer. However, recent stress in the banking sector may throw a wrench in their plans to raise rates much higher.Read More

READ MORE

Recent Videos

  • February 2022 Economic Update – The New Normal?
  • December 2021 Economic Update – “2022 Outlook”
  • October 2021 Economic Update – “This time is different – or is it?”
  • June 2021 Economic Update – “Is this a Bubble?”

Wealth Management FAQs

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

Footer

Wealth Management Services

  • Individuals & Families
  • Financial Advisors
  • Institutions & Consultants
  • Medical & Dental Professionals

Important Links

  • ADV II & CRS
  • Privacy Policy

Tower Bridge Advisors, a Philadelphia Wealth and Asset Management firm, is registered with the SEC as a Registered Investment Advisor.

Portfolio Review

Is your portfolio constructed to meet your current and future needs? Contact us today to set up a complimentary portfolio review, using our sophisticated portfolio analysis system.

Contact

Copyright © 2021 Tower Bridge Advisors
Philadelphia Wealth & Asset Management, Registered Investment Advisors

101 West Elm Street, Suite 355
Conshohocken, PA 19428
Phone: 610.260.2200
Toll Free: 866.959.2200

  • Why Tower Bridge Advisors?
  • Investment Services
  • Our Team
  • Wealth Management
  • Investment Process
  • Client Service
  • News
  • Market Commentary
  • Economic Update Videos
  • Contact