TOWER WEALTH ADVISORS, INC.

Overview

Tower Wealth Advisors, Inc. is an independent, privately owned registered investment adviser operating as a corporation and serving individual and family clients. The firm combines wealth management with insurance brokerage capabilities and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Tower reports it does not pursue ESG investing and is not structured as a capital allocator; it also indicates a single-state footprint rather than a multistate advisory model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices