Towerpoint Wealth

10/16/2026

😁 Hey, guess what? You made it to Friday!

It’s all smiles from here! Nathan, Michelle, and Jonathan are sending a little Friday cheer your way.

Wishing you a wonderful weekend filled with good company, great moments, and plenty of reasons to smile! ☀️

Happy Friday from your friends and advisors at Towerpoint Wealth!

10/14/2026

Trust Matters. So Does Accountability.

At Towerpoint Wealth, we believe trust is earned through integrity, transparency, and a commitment to doing what’s right for our clients.

We’re proud to be accredited by the Better Business Bureau, reflecting our commitment to ethical business practices and responsible client relationships.

What does that mean for you?

BBB-accredited businesses commit to standards that emphasize honesty, transparency, responsiveness, and integrity, values that align with how we approach wealth management every day.

Whether you’re a longtime client or exploring a new financial advisory relationship, you deserve a firm that takes your trust seriously.

Your financial future deserves a relationship built on trust.

10/12/2026

Your Financial Future Deserves a Roadmap. 🧭

Managing your finances on your own? Even the most confident do-it-yourself investors can benefit from a personalized financial plan.

At Towerpoint Wealth, we help turn your financial goals into a clear, actionable roadmap for the future.

📞 Let’s talk! Schedule a complimentary 20-minute Ask Anything conversation to see if financial planning is right for you.

🔗 https://towerpointwealth.com/schedule-an-appointment/

10/08/2026

Great Wealth Management Goes Beyond Investments.

At Towerpoint Wealth, we believe that what you keep can be just as important as what you earn.

Meet Steve Pitchford, CPA, CFP®, our Director of Tax & Financial Planning.

Having a Certified Public Accountant (CPA) on our in-house team brings an invaluable perspective to wealth management. It's not just about growing your investments, it's about understanding how taxes impact your overall financial picture.

With a background in tax consulting and more than a decade of wealth management experience, Steve combines tax expertise with comprehensive financial planning to help clients make smarter, more informed financial decisions.

From tax-efficient investment strategies to retirement planning, Steve helps ensure that tax considerations are part of the conversation, not an afterthought.

🔗 Learn more about Steve and our team: https://towerpointwealth.com

10/06/2026

🗳️ Could the 2026 Midterm Elections Affect Your Portfolio?

With Election Day approaching, investors may be wondering what a shift in Washington could mean for the markets—and whether politics should influence their investment decisions.

In the latest edition of The Briefing, we look beyond the political headlines to explore how markets have historically responded to election cycles, what investors should be paying attention to, and why staying focused on your long-term strategy matters.

📊 Get informed. Stay focused. Make smarter financial decisions.

👇 Click below to read the full article.

https://towerpointwealth.com/how-could-the-2026-midterm-elections-affect-your-portfolio/

Investors have had plenty to keep up with in 2026. Geopolitical conflict and volatile oil prices have added to inflation concerns, interest rates have moved higher, and new economic data continues to change expectations for what comes next. Sources: Office of the Clerk, US House of Representatives a...

10/02/2026

Stay informed. Make smarter financial decisions.

Did you know Towerpoint Wealth has its own financial newsletter? The Briefing is delivered straight to your inbox twice a month, featuring timely insights, financial perspectives, and practical information designed to help you make smarter financial decisions.

It’s free, easy to read, and created by the Towerpoint Wealth team.

Catch up on past editions of The Briefing by clicking the link below and while you’re there, subscribe to have future editions delivered directly to your inbox.

Access The Briefing → https://towerpointwealth.com/category/trending-today/

09/30/2026

Meet part of the team behind our work with fiduciaries and trustees.

At Towerpoint Wealth, Jonathan LaTurner, Megan M. Miller, CFP®, EA , and Michelle Venezia work closely with professional fiduciaries, trustees, attorneys, CPAs, and other professionals to help navigate the financial complexities that can come with serving individuals, families, trusts, and estates.

Our Fiduciary Group brings 27 years of collective experience to this work, providing thoughtful investment management, financial planning, and ongoing coordination with the professionals involved.

Whether supporting a trust, conservatorship, special needs planning, or estate administration, we believe collaboration matters. Our goal is to be a knowledgeable and responsive resource for fiduciaries, attorneys, and the clients they serve.

Learn more about our Fiduciary Group and how we work with fiduciaries and trustees by clicking the link below.

https://towerpointwealth.com/service/fiduciaries-and-trustees/

09/28/2026

🦒 What a night!

Our annual Client Appreciation Event is one of our favorite Towerpoint Wealth traditions because it gives us a chance to do something incredibly important: simply spend time with the people we’re fortunate enough to work with every day.

This year, A Wild Night at the Zoo brought our clients, colleagues, friends, and families together at the Sacramento Zoo for an evening of great conversations, laughter, new memories, and a few wild encounters along the way.

For us, client appreciation is about much more than hosting an event. It’s about celebrating the relationships and trust that have been built over the years. Our clients’ success is our success, and having everyone together in one place reminds us why the work we do matters.

To everyone who joined us last week, thank you for making the evening so special. 💙

🎥 Click the video below to watch a recap of A Wild Night at the Zoo and relive some of our favorite moments from the evening.

09/23/2026

📈 **Behind every stock is a business. And behind every dividend is a story about how that business creates and manages value.**

It’s easy to focus on share prices, daily gains and losses, and account values. But understanding what’s happening beneath those numbers can tell investors much more about what they actually own.

In our latest edition of The Briefing, we explore what consistent dividend growth can reveal about a company’s financial strength, how management allocates capital, and the role reinvested dividends can play in building long-term wealth.

We also look at how those same dividends can eventually transition from being reinvested during your working years to becoming one potential source of income in retirement.

👇 **Click below to read the full article and learn what investors can discover by looking beyond the stock price and into the business behind it.**

https://towerpointwealth.com/what-investors-can-learn-from-the-business-behind-the-stock/

Open an investment account and you’ll see plenty of numbers competing for your attention: share prices, daily gains and losses, percentage changes, account values. With all of that information updating constantly, it can be easy to think about a stock as a price on a screen. At Towerpoint Wealth, ...

09/21/2026

Please join us in welcoming the newest member of the Towerpoint Wealth family, Jamie Raquel Swager, Executive Office Coordinator!

Jamie brings a strong background in leadership, organization, and service to our team. A U.S. Navy veteran, Jamie served four years and achieved the rank of E-5 Petty Officer, gaining valuable experience in administrative operations, personnel logistics, process improvement, and leadership.

At Towerpoint Wealth, Jamie helps support our day-to-day operations while playing an important role in delivering the high-touch, personalized experience our clients have come to expect. As one of the first people you'll meet when visiting our office, Jamie is passionate about making every interaction feel welcoming, personal, and seamless.

Outside of the office, Jamie enjoys fitness, traveling, discovering new coffee and matcha cafés, and exploring new restaurants with her family. And a fun fact you might not expect: she's also a black belt in Kenpo! 🥋

We're excited to have Jamie on the team and look forward to everything she'll bring to Towerpoint Wealth.

Welcome to the family, Jamie! 💙

Get to know Jamie and learn more about her background:
https://towerpointwealth.com/team/jamie-swager/

Jamie Swager brings a strong foundation in leadership, organization, and service to her role here at Towerpoint Wealth. As a United States Navy veteran having