Team

How We Work
At Tower Group Wealth Advisors, Travis and Stacy take the time to know you as an individual and as a family. We listen to your goals and concerns, partnering with you to create a comprehensive plan to help you work toward financial confidence. We have a passion for serving families and take pride in delivering exceptional service and advice. As advisors, we are competent, credentialed, and caring, and are committed to your success. We strive to develop and maintain long lasting relationships with our clients and their families.
We also know that you have worked hard to build your legacy and that you may have questions along the way. Our tools and educational opportunities can help you make wise financial decisions at your own pace.
Our goal is to provide personal and easy to understand advice in an objective and pressure free setting. By listening more and talking less, we can provide customized financial advice. At Tower Group Wealth Advisors our process centers on a simple theme of Plan Well~Invest Well~Live Well. Everyone’s definition of “Live Well” is different, and we understand the unique and challenging curve balls life throws. Your financial plan will be constantly updated and reviewed to accommodate those curve balls..because life happens!
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team

