About Us

Where Accessibility Meets Experience

Tower Wealth Management has been serving our community since 2005. Our roots in this region mean that our advisors are local and highly accessible. We take pride in offering in-person meetings at any of our 16 conveniently located branches, a cornerstone of our service, while also providing virtual meetings via phone or video conference for your convenience.

Our Story

Learn More About How We Work With You

Our wealth advisors are LPL-registered, seasoned industry professionals, averaging 24 years of financial services experience. They are highly experienced at shaping investment portfolios along with crafting detailed retirement plans, including those for federal government employees.

Our Approach To Developing Your Plan

Throughout your relationship with us, your advisor will create a customized investment plan that is consistent with your specific financial goals, lifestyle, and risk tolerance. Your advisor takes a needs-based approach in recommending non-proprietary investments, which extends beyond traditional credit union products.

Have A Question?

A Look Into Our Process

Our team of experienced professionals is committed to being a respected partner on your financial journey, providing guidance and support every step of the way.

Step 1: Initial Consultation

This introductory meeting is an opportunity for us to share information about Tower Wealth Management and learn about you and your financial situation. We begin by asking what brought you to us, leading the conversation with your needs in mind.

Step 2: Follow-Up Conversations and Meetings

If our experience resonates with you, we move forward with follow-up discussions. During these meetings, we invite you to share your financials, allowing us to gain a deeper understanding of your needs.

Step 3: Ongoing Client Relationship

Once you become a client, our advisors will reach out based on your preferred communication cadence, solidifying that our ongoing relationship is tailored to your preferences.

Ready To Take The First Step?

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

Schedule A Free Consultation