As Towerpoint Wealth’s founder, Joseph has an impressive career of providing strategic planning and wealth management advice spanning more than 18 years. He possesses extensive training and experience in investment management as well as retirement income and wealth transfer planning for successful individuals who have worked hard to grow their personal net worth, growing businesses and their owners, corporate professionals, and retirees. With special expertise in long-term investment planning, Joseph brings his clients an array of solutions that are both reliable and innovative.
No one at any of the big Wall Street firms can harness digital advertising as needed to reach these digitally-oriented clients, because [big firm employees] either don’t know how or aren’t allowed