How does the advisor help clients – Key Takeaways:
TOWER WEALTH ADVISORS, INC. offers expert financial advice to its clients and helps them achieve their financial goals and secure their future. The advisor’s services are customizable and cater to each client’s unique needs and goals. With extensive knowledge and experience in the financial industry, TOWER WEALTH ADVISORS, INC. is a reliable partner for individuals and businesses looking for financial guidance.
Facts and Insights
- TOWER WEALTH ADVISORS, INC. was founded in 2005.
- It has 100 advisors working across its offices.
- The company has over $500 million in assets under management.
- TOWER WEALTH ADVISORS, INC. maintains relationships with top financial institutions to ensure the best possible services for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 100 |
Financial Services Offered
- Retirement planning and savings
- Investment management
- Tax planning and preparation
- Estate planning
- Risk management and insurance
- Education planning
- Business planning and consulting
- Socially responsible investing
Client Types
TOWER WEALTH ADVISORS, INC. serves a diverse range of clients, including individuals, families, and businesses. The company’s services are tailored to meet the financial needs and goals of each client, regardless of their age, income level, or financial background.
Fees & Compensation
TOWER WEALTH ADVISORS, INC. charges clients through a fee-based model, which means the advisors earn a percentage of the assets under management. This method aligns the advisor’s interests with the client’s as it incentivizes them to grow the client’s assets. The specific fee percentage is determined based on the complexity of the client’s financial situation and the services provided.
Background
The team at TOWER WEALTH ADVISORS, INC. is composed of experienced financial professionals with diverse backgrounds in finance, accounting, and business. They are dedicated to staying up-to-date with the latest industry trends and regulations to ensure their clients receive the best possible advice and services. The company also has a team of specialized advisors for each financial service offered, providing clients with expert guidance tailored to their specific needs and goals.
Financial Advisor Disclosures to Know
As a financial advisor, TOWER WEALTH ADVISORS, INC. operates under the fiduciary standard, which means they are legally obligated to act in the best interests of their clients. The company also discloses any potential conflicts of interest, ensuring transparency and trust in their services. Additionally, all advisors are properly licensed and registered with the appropriate governing bodies, providing peace of mind for clients seeking professional financial advice.