Towerpoint Wealth

05/28/2026

When business owners think about an exit, the focus often starts with valuation and taxes.

But the impact can reach much further.
A business exit can affect retirement income, liquidity, estate planning, and your long-term financial strategy.

Click below to read our latest Trending Today newsletter and learn why exit planning involves much more than simply selling the business.

https://towerpointwealth.com/planning-beyond-your-exit-business-exit-planning-and-retirement-readiness/

When we talk with business owners about a future exit, the first questions are often financial. How much is enough? What will taxes look like? How do the proceeds support your retirement plans? These questions are all central to the planning process. A business exit can change how your income is gen...

05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten.

On behalf of everyone at Towerpoint Wealth, we wish you a meaningful Memorial Day as we reflect with gratitude on those who gave so much for our freedom.

05/21/2026

We were honored to host a Lunch & Learn and learn more about the incredible work the Placer Community Foundation is doing to support charitable giving and strengthen communities throughout Placer County.

At Towerpoint Wealth, we believe financial planning can go beyond investments and retirement planning. It can also be a powerful tool for creating meaningful impact through strategic charitable giving and legacy planning.

Thank you to the Placer Community Foundation team for spending time with us and sharing how we can better support clients who are passionate about giving back.

We look forward to future collaboration and continued community impact together.

05/19/2026

Please join us in congratulating Michelle Mazzulla Venezia on her promotion to Senior Client Experience Manager at Towerpoint Wealth.

Michelle has been an essential part of our team and the client experience we strive to deliver every day. Through her dedication, problem-solving, leadership, and commitment to supporting both clients and our team, she has continued to grow into an even larger role within the firm.

In her new position, Michelle will continue serving as a trusted point of contact for our clients while helping lead workflow improvements, operational coordination, training support, and overall client experience initiatives across Towerpoint.

We’re excited to see Michelle continue to grow and help shape the future of Towerpoint. Congratulations on this well-earned next step, Michelle!

05/13/2026

We’re excited to welcome Josephine Eschleman to the Towerpoint team as our newest summer intern!

Josephine is currently studying Business at Saint Mary's College of California and is gaining hands-on experience in the world of wealth management by working alongside our advisors and team members this summer.

At Towerpoint Wealth, we believe in investing in the next generation of financial professionals through mentorship, collaboration, and real-world experience.

We’re excited to have Josephine with us as she continues to grow professionally and explore the financial services industry.

Welcome to the team, Josephine!

05/11/2026

Thinking about a Roth IRA conversion? It may be more complex than most people realize.

A conversion can affect taxes, retirement income, Medicare premiums, and long-term withdrawal strategies — all at once.

In this week’s Trending Today, we break down when a Roth conversion may make sense, what to watch out for, and why timing matters.

👇 Click the link below to read the full article.

Conversations around Roth IRA conversions tend to come up frequently around retirement planning. They’re often framed in overly simple terms — pay taxes now, avoid them later — and positioned as a way to create more tax-efficient income over time. You’ll often hear the conversation centered ...

05/08/2026

What a great evening at our 4th Annual Spring Mixer! 🌸🍸

Yesterday, we had the opportunity to connect with an incredible group of CPAs, fiduciaries, realtors, and professionals from across the financial industry for an evening of great conversations, networking, and collaboration.

A huge thank you to Camden for hosting us. As always, the food, drinks, and atmosphere were fantastic.

We truly appreciate everyone who came out and helped make this event such a success. We’re already looking forward to seeing everyone again next year!

05/05/2026

With everything happening around the world, it’s no surprise the markets can feel volatile.
And when that happens, it’s easy to feel uneasy—especially when you’re thinking about your retirement.

Our President, Joseph Eschleman, CIMA® was recently featured on ABC10 as part of Dollars and Sense with Lora Painter, sharing perspective on what’s really happening in the markets—and more importantly, what investors should not do.

Because while headlines can create urgency, reacting emotionally can do more harm than good. A disciplined plan. A long-term perspective. Clear decision-making when it matters most.

That’s what helps protect your financial future. Click the video below to watch the segment.

With everything happening around the world, it’s no surprise the markets can feel volatile—and when that happens, it’s easy to feel uneasy, especially when y...

05/01/2026

Sometimes the most valuable conversation is the one where you can ask anything.

No pressure. No expectations. Just clarity.

If you’ve been thinking about your financial plan — or wondering if you even have one — this is a great place to start.

📅 Click the link below to schedule your 20-minute conversation.

https://towerpointwealth.com/schedule-an-appointment/

04/29/2026

Before you sign anything… pause.

Big career transitions often come with big financial decisions—compensation packages, equity, benefits, and tax implications all hitting at once.

But the real impact isn’t in any single decision.
It’s how everything connects.

Our latest Trending Today explores how executives can approach transitions with clarity—by coordinating income, equity, taxes, and liquidity as one strategy, not separate choices.

Because once decisions are made… they’re hard to unwind. Click below to read our latest edition of Trending Today.

Looking for a second perspective before making a move? Schedule a 20-minute Ask Anything conversation with our team.

Across tech, banking, and private equity-backed firms, executive transitions are happening more frequently, and often with little warning. Whether it’s a restructuring, leadership change, or a move to a new opportunity, one thing tends to stay the same: A wave of financial decisions shows up all a...