Tower Wealth Advisors, Inc.

Overview

Tower Wealth Advisors, Inc. is an independent, Illinois-registered advisory firm organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management tailored to individuals and small businesses. Its fee model combines a percentage-of-assets-under-management with fixed-fee arrangements. Tower also acts as an insurance broker, which informs its use of annuities within client portfolios. The firm does not emphasize ESG investing and is not structured as a multi-state adviser or a capital allocator. Its regulatory footprint is limited to state registration in Illinois. Tower’s operating profile and client focus suggest a small, client-centric practice that blends investment management with insurance distribution and planning services.

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Public Holdings

Investments & Alternatives

Location & Offices