Process
Plan for the Journey
When you partner with Tower, your wealth and its prosperity are our top priority. We want you to feel supported as we move forward together.
It’s important for us to take the time to truly understand you, your needs, and your expectations.
Implement the Plan
Once you choose us to join your financial team, we’ll sit down with you to review your assets, develop a risk profile, and choose an investment strategy that matches your objectives.
From there, we will continue to analyze the results of your portfolio, offering opportunities for optimization along the way.
Quarterly updates and annual reviews will be provided, and you’ll have daily access to us and your accounts.
Fees
Our management fee is based on a percentage of the total assets under management. We do not exchange any soft dollar commissions or bonuses with brokerage or fund companies. In all we do, we maintain an unmitigated connection between our income and your success.
Ready to invest in your future?
Talk to us about building a portfolio that sets your course for success.
