Managing your wealth is more than just managing your money. It involves understanding your values, vision and goals, and then making decisions that enable you to live well - a life where you grow your experiences, memories and achievements while making a difference in the lives of others.
A life where you realize that wealth is so much more than just financial. A life, well lived, on your own terms.
To reach your goals, you need the support of people who inspire and encourage you to make the most of your life. At Tower Group Wealth Advisory, we offer financial services designed to help families take control of their finances to achieve financial confidence. Our mission is simple, to empower you to use your wealth to live well.
Each family has unique financial needs. At Tower Group Wealth Advisory, we have listened to the concerns of our clients. We’ve taken what we’ve learned from those conversations and developed a customized approach that can help your family build your wealth, creating a comprehensive wealth program that covers every aspect of your financial lives.
We partner with families who want to take control of their wealth, including families in transition (e.g., divorcees, widows and those preparing for retirement) as well as entrepreneurs and professionals who want to take a more active role in their finances. By becoming a part of the Tower Group community, you’ll be able to connect with others, learn more about financial issues, and become more empowered in managing your financial future and legacy.
The original Tower Group was formed in 2006 by a group of advisors who shared a passion for advising clients and a vision to improve the client experience. The Tower Group name was inspired by our iconic Boston north shore landmark building in Danvers. Back then, advising clients meant recommending a stock or bond for a commission from a brokerage recommended list. Relationships were as deep as the last transaction. The vision we shared was a client-centric advice model where we had the capability to advise on all family financial decisions. Not only would we discuss capital markets but have a deep understanding the family dynamic, retirement planning, estate planning, risk management and business complexities. Engaging clients deeper with more personal advice would not only serve our clients well but provide a purposeful business where our satisfaction would be dictated by our clients’ outcomes. This new relationship model extended beyond the traditional parameters of market recommendations. We believed integrating the planning process and investment process was a better risk management deliverable to clients. This is when Plan Well ~ Invest Well ~ Live Well became our business philosophy. With purpose, we sought out a platform which would enable us to see our vision to completion. Our search for independence, breaking away from the large wire house firms and sales-oriented culture began. The Tower Group was always intellectually independent, but now we needed a business structure which provided independence. This is when Tower Group Wealth Advisory was complete. We had the vision. We had the purpose. We have the platform and now we have the structure to deliver on our philosophy of Plan Well – Invest Well – Live Well. Welcome to Tower Group Wealth Advisory.
After spending many years at the big firms, we finally came to the conclusion that we did not share the same values as the big institutions and firms. We searched for the right setting for us to be able to manage our client relationships based on our values and what was important to us. Putting the client and their family first, without having to navigate the bureaucracy and red tape, or worry about the bottom line. We are now able to focus on our core values – Honesty, Transparency, and Trust. Our core values are the bedrock of this partnership and we believe they matter.