Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients.

Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Firm Start Year

2001

No.of Employees

10-19

CRD#

115700

Firm CRD#

115700

Years of Experience in Financial Services

25

Number of Years with Current Firm

9

Work Experience

Our team of 9 investment professionals have, on average, over 25 years experience analyzing investment opportunities and building customized portfolios based on client needs.

I work with the following types of clients

Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Investment Types

Exchange Traded Funds (ETFs), Bonds, Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, Video Conference, Our Offices, Via Phone, At my office, At your home, At your office

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®, CFA^®

Firm's Number of Clients

570

Assets Managed by Firm

$1,800,000,000

Assets Managed by Advisor

$1,900,000,000

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000