Tower Wealth Partners is a reputable investment advisory firm headquartered in Lewisburg, PA. With over 480 individual clients and a staggering $259,248,000 in assets under management, they have built a strong presence in the financial industry. This small yet formidable firm operates from a single office and offers their expertise in managing employer 401Ks and individual investments, showcasing their extensive experience in this field.
Impressively, 93% of the assets Tower Wealth Partners manages are discretionary, highlighting their ability to make independent investment decisions on behalf of their clients. The firm's compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs.
Tower Wealth Partners boasts a dedicated team of eight employees, three of whom are investment advisors. Their average assets under management per investment advisor amount to approximately $86,420,000, aligning with the industry average. The firm takes pride in the expertise and longevity of their advisors, with notable names like Jared Kohl, Darin Koss, and Haley Koss among their most experienced professionals.
As a trusted partner in wealth management, Tower Wealth Partners is committed to providing personalized financial advice and superior service to their diverse client base. With their extensive track record and skilled team, they continue to establish themselves as a leading force in the financial advisory industry.