Tower Wealth Partners
Lewisburg, Pennsylvania
5.0
3 Reviews
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 compens...
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Assets Under Mgmt

$259.25M

Investment Professionals

3

Locations

0

% 401K & Individual

35%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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