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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 – 401(k) Specialist
  • 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
    • Economic Updates
  • Contact
    • Become A TBA Advisor
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  • 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!
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  • 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 – 401(k) Specialist
  • Wealth Management
  • Our Process
    • Financial Planning
    • Process: Equities
    • Process – Fixed Income
  • Client Service
  • News
    • News & Resources
    • Market Commentary
  • Videos
    • Economic Updates
  • Contact
    • Become a TBA Advisor
    • Ask a Financial Question
wealth management

Why TBA?

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Research Driven Wealth management - TBA

Why Tower Bridge Advisors?

We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer monthly webinars to provide additional insights into the markets and our thought process.

Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

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

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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
  • Economic Update Videos
  • Contact