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Personalized | Approachable | Fiduciary
Personalized | Approachable | Fiduciary
Fiduciary Duty
Fiduciary Duty
At Tower View Wealth Management, we serve our clients in a fiduciary capacity, which simply means we’re required to put your interests first when offering advice. It’s a standard we take seriously and one that shapes how we approach our relationships and recommendations. We don’t receive commissions on investment products, so our guidance isn’t influenced by outside incentives. Instead, we take the time to understand your financial picture and offer advice that’s based on your individual circumstances. Our goal is to be a steady resource as you make decisions about your financial life, both now and in the years ahead.
No Account Minimums
No Account Minimums
We work with investors at all stages and do not require an account minimum to get started. For those newer to investing, we offer opportunities to learn, ask questions, and build comfort with financial topics over time.
Multigenerational Approach
Multigenerational Approach
As part of our focus on multigenerational approach, we welcome the involvement of partners, children, and grandchildren in the conversation. We offer opportunities for shared dialogue and financial education to help families plan intentionally across generations.
At Tower View, our goal is to help guide you along your financial journey. As a fiduciary, our advisors build strong personalized relationships with you and your family to help you achieve your goals.
Our Services
Our Services
Read about Sophie's passion for women's wealth within our services.
Read about Sophie's passion for women's wealth within our services.
Tower View Wealth Management (“Tower View”), founded in 1999, by Raman J. Ghei (Chief Investment Officer, CFA) is strongly rooted in providing customized portfolio management to clients. Raman wanted to create portfolio management that was accessible to all- regardless if you are well on your way to retirement or a young professional opening their first account. From a young age Raman cultivated an interest in stock research and investments which has become 30+ years of experience creating and managing portfolios.
While Tower View's two advisors now serve over 150 households across the United States, Raman's vision for Tower View has been intentionally focused on quality over quantity and building personal relationships. Through this approach, Raman has aided in building long term, multigenerational wealth and relationships with many families and their friends through referrals.
The Value of a Second Opinion
The Value of a Second Opinion
Financial market disruptions may cause you to question whether your existing portfolio is positioned to achieve what is most important to you. Seeking a second opinion from an independent advisor can offer a different perspective on your investment approach.
Our complimentary review process is designed to help you better understand how your current investment strategy compares with your financial objectives:
Step 1: Visit our Contact Us page to schedule a Discovery Meeting.
Step 2: One of our advisors will analyze your current investment portfolios and how they align with your goals.
Step 3: We will discuss our findings with you and give recommendations and a proposal of strategies that align with your goals.
Take the first step and speak to an advisor about your financial health today.
Take the first step and speak to an advisor about your financial health today.
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