Tower Wealth Advisors, Inc.

Overview

Tower Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Compensation is primarily fee-based — a percentage of assets under management — with the option of fixed fees. Tower Wealth Advisors also operates as an insurance broker, integrating insurance products into its service mix. The adviser is not positioned as a capital allocator or multi-state adviser, and it does not report being an active ESG investor, pension consultant, or related adviser. SEC registration year is not specified in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives