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Why Tower View?

The Client Comes First

Our goal is to improve the quality of our client’s lives by assuming responsibility for their investments, giving them more time to do the things in life they really enjoy.

We are your partners in the investment process.  We seek to not only grow, but also protect your assets.

  • Investments are custodied at Charles Schwab Institutional, providing you with easy access.
  • Diversification and risk management disciplines.
  • Our personal savings are invested in the same securities as our clients.
  • We do not sell any investment products nor receive any compensation for making  investments on your behalf.

Background

  • Chartered Financial Analyst, 1990.
  • Over 20 years investment experience managing investments for high net worth individuals, companies, and families.
  • Audited performance record available upon request.
  • Founded in 1999 and registered with the states of Wisconsin, Illinois & Minnesota.

Learn more about our Investment Services.