Towerpoint Wealth Email Formats
Financial Services • 
Sacramento, California, United States • 11-20 Employees
Towerpoint Wealth Email Formats
Towerpoint Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@towerpointwealth.com), used 84.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@towerpointwealth.com | 84.6% |
{second initial}{last name} | odoe@towerpointwealth.com | 7.7% |
{first name}{last name} | johndoe@towerpointwealth.com | 7.7% |
Key Contacts at Towerpoint Wealth
Steve Pitchford
Director Of Tax And Financial Planning
Nathan Billigmeier
Director Of Research And Analytics
Lucile Cortot
Director Of Financial Analysis
Company overview
| Headquarters | 500 Capitol Mall., Suite 1060, Sacramento , CA 95814, US |
| Phone number | +19164059140 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Wealth Management, Retirement Planning, Financial Planning, Retirement Income Planning, Wealth Protection, Charitable Giving, Tax Minimization, Strategic Portfolio Management, Rsu And Stock Option Management, Economic Peace Of Mind, Removing The Hassle |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
About Towerpoint Wealth
Towerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. We founded our firm with the goal of providing peace-of-mind in guiding our clients toward reaching their financial independence, and to maintain this financial independence once they have “shifted gears” into retirement. At the same time, we have developed a specialization in helping current and former technology employees in properly managing the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. We are here for you, and interested in helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Towerpoint Wealth has 6 employees across 3 departments.
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Number of employees
Funding Data
Towerpoint Wealth has never raised funding before.
Towerpoint Wealth Tech Stack
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