Tower Wealth Advisors, Inc.

Overview

Tower Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm combines fee-based advisory services with insurance brokerage activity, and it charges clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Tower does not describe itself as an institutional capital allocator and is not identified as an active ESG investor or a multi-state adviser. The firm appears structured to integrate insurance solutions with discretionary and non-discretionary investment management, reflecting a hybrid advisory/brokerage posture that emphasizes client-level planning and retirement-focused work for private households.

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Public Holdings

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Location & Offices