In an industry often defined by products and performance charts, Towerpoint Wealth has built its reputation around something more enduring: fiduciary responsibility, measurable outcomes and relationships grounded in trust. 

“Being a fiduciary isn’t a marketing slogan for us — it’s our operating standard,” says President Joseph Eschleman, CIMA®. “Every recommendation, every plan and every investment decision begins and ends with one question: what is in the client’s best interest.” 

Based in Sacramento, California, and serving professionals, pre- and post-retirees and business owners throughout California and across the country, Towerpoint Wealth provides comprehensive financial planning, retirement income strategies, investment management, tax minimization, estate planning and business succession planning.

The firm is particularly known for integrating tax-efficient planning with the longer-term coordination of all aspects of a client’s wealth, helping them move from complexity and uncertainty to clarity and confidence. 

“Our clients aren’t looking for a quick tip or a one-size-fits-all portfolio,” Eschleman explains. “They want a strategic partner who understands the full picture of the complexity of their lives — from equity compensation and tax planning to retirement readiness and generational wealth transfer.” 

Towerpoint’s disciplined process focuses on building structured financial roadmaps designed to deliver real-world outcomes — preparing families for retirement, protecting assets, optimizing taxes and positioning businesses for a successful exit. The firm’s transparent fiduciary model and accountability-driven approach continues to resonate with clients navigating rapid economic and tax changes and an unsettled market environment. 

Recently named one of Sacramento’s fastest-growing companies, Towerpoint Wealth continues to strategically expand as more individuals seek coordinated, fiduciary-driven guidance and planning in managing their wealth.

“People work with us because they want coordination and confidence, plain and simple,” Eschleman says.