• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to secondary navigation
  • Skip to primary sidebar
  • 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
  • People
    • James M. Meyer, CFA® – Chairman of the Board
    • Nicholas R. Filippo – Principal, Chief Marketing Officer
    • Jeffrey Kachel – Principal, Portfolio Manager, CFO, CTO & CCO
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – CEO, Senior Portfolio Manager
    • Daniel P. Rodan – Sr. Portfolio Mgr.
    • Christopher M. Crooks, CFA®, CFP® – Chief Investment Officer, Senior Portfolio Manager
    • Michael J. Adams – Sr. Portfolio Manager
    • Shawn M. Gallagher, CFA® – Sr. Portfolio Mgr.
    • Tom Blair – Qualified Plan Advisor, Portfolio Manager
  • Wealth Management
    • Factors to Consider When Choosing a Wealth Management Firm
  • Process
    • Financial Planning
    • Process – Equities
    • Process – Fixed Income
  • Client Service
  • News
    • Market Commentary
  • Video
  • Contact
    • Become A TBA Advisor
    • Ask a Financial Question
  • We are looking to add advisors to our team. Click here to learn more!
  • We are looking to add advisors to our team. Click here to learn more!
  • Click to Call: 610.260.2200
  • Send A Message
  • Why TBA?
    • Why Tower Bridge Advisors?
    • FAQs
  • Services
    • Individuals & Families
    • Financial Advisors
    • Institutions & Consultants
  • People
    • James M. Meyer, CFA – Chairman of the Board
    • Nicholas R. Filippo – Principal, Chief Marketing Officer
    • Jeffrey Kachel – Principal, Portfolio Manager, CFO, CTO & CCO
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – CEO, Senior Portfolio Manager
    • Daniel P. Rodan – Sr. Portfolio Mgr.
    • Christopher M. Crooks, CFA®, CFP® – Chief Investment Officer, Senior Portfolio Manager
    • Michael J. Adams – Senior Portfolio Manager
    • Shawn M. Gallagher, CFA® – Sr. Portfolio Mgr.
    • Tom Blair – Qualified Plan Advisor, Portfolio Manager
  • Wealth Management
  • Our Process
    • Financial Planning
    • Process: Equities
    • Process – Fixed Income
  • Client Service
  • News
    • Market Commentary
  • Videos
  • Contact
    • Become a TBA Advisor
    • Ask a Financial Question
wealth management

Wealth Management Built Around Your Goals

//  by Tower Bridge Advisors

Wealth management focused on you and your goals

Every investor has different goals, priorities, and circumstances. Tower Bridge Advisors takes the time to understand what matters to each client and develops a personalized wealth management strategy around those needs, with ongoing guidance designed to help clients stay focused on their long-term financial goals.

 

Tower Bridge Advisors manages over $1.5 Billion for individuals, families and select institutions with $1 Million or more of investable assets. We build portfolios of individual securities customized for each client's specific goals and objectives. Contact Nick Filippo (610-260-2222, nfilippo@towerbridgeadvisors.com) to learn more or to set up a complimentary portfolio review.

# – This security is owned by the author of this report or accounts under his management at Tower Bridge Advisors.

Additional information on companies in this report is available on request. This report is not a complete analysis of every material fact representing company, industry or security mentioned herein. This firm or its officers, stockholders, employees and clients, in the normal course of business, may have or acquire a position including options, if any, in the securities mentioned. This communication shall not be deemed to constitute an offer, or solicitation on our part with respect to the sale or purchase of any securities. The information above has been obtained from sources believed reliable, but is not necessarily complete and is not guaranteed. This report is prepared for general information only. It does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed in this report and should understand that statements regarding future prospects may not be realized. Opinions are subject to change without notice.

Filed Under: Video Tagged With: Video Introductions

Previous Post: « July 29, 2026 – As overstretched AI valuations fracture against a hawkish Federal Reserve and mounting consumer credit strain, the rotation out of tech into value equities proves that single-sector concentration is risky.
Next Post: Using Financial Planning Tools to Build a Customized Plan Sophisticated financial planning tools to analyze your portfolio and build a customized plan»

Primary Sidebar

Market Commentary

Sign Me Up!

Latest News

  • October 28, 2026 – Consumer confidence numbers jumped last month, interest rates have backed off from recent highs, corporate earnings have been relatively strong, and travelers are paying up for cruises and higher priced airline seats. Meanwhile, inflation is sticky, energy prices are elevated, mortgage rates have risen, and the housing market is in a funk. Toss in a Fed meeting, mid-term elections, another mega technology stock offering, along with major technology earnings reports, and we could be in for greater volatility ahead.
  • October 21, 2026 – On Back to the Future Day, investors hardly need reminding that predicting tomorrow is a tricky business. Corporate earnings are racing ahead, but housing remains stuck in neutral, and persistent affordability pressures are shaping the debate ahead of the midterm elections. What does this uneven economic picture mean for the road ahead?
  • October 14, 2026 – The last few years have witnessed a concentrated stock market rally, with this year as no exception. Only about 30% of S&P 500 stocks have performed better than the index over the past 3 years. That means that about 70% of stocks have underperformed the S&P 500. About 45% of stocks in the S&P 500 are actually in negative territory this year. Recent bank earnings reports suggest continued economic growth, although bank stocks have been in correction territory recently also.
  • 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.
  • 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.
  • 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.
  • 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.
  • Trump Accounts Explained: What Parents Need to Know
  • 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?
  • 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.

Footer

Wealth Management Services

  • Individuals & Families
  • Financial Advisors
  • Institutions & Consultants

Important Links

  • ADV Part 2 & 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 © 2026 Tower Bridge Advisors

Philadelphia Wealth & Asset Management, Registered Investment Advisors

300 Barr Harbor Drive
Suite 705
West 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
  • Contact