At Tower View, we focus on understanding each client's complete financial picture to create personalized financial plans. Our goal is to guide clients toward achieving their financial goals with clarity and confidence.

By looking at the full scope of a client’s financial situation—including income, expenses, investments, assets, and debts—we provide advice that goes beyond a single area and considers their overall needs. This approach allows us to develop a strategic plan tailored to each client's specific goals and circumstances.

Our dedication to thorough financial planning helps clients make well-informed decisions that support their long-term success.

Our portfolio management approach is distinguished by its emphasis on individual stock selection and a focus on long-term investing.

We believe that owning individual stocks that align with our clients' growth objectives and risk tolerances is an important way to achieve long-term investment goals. This tailored approach allows us to create portfolios that are well matched with our clients' specific plans, and our market outlook.

Rather than use a traditional passive “60/40” asset mix, we believe stocks can often play a greater role in client investment strategies, especially when long time horizons are in place.  Owning individual stocks (often supplemented with index funds), can provide greater tax flexibility as well. For those clients for whom index funds may make more sense, we still seek to emphasize equities (utilizing index mutual funds, exchange traded funds and other similar equity investments) and long term growth when this aligns with client time horizons.