Navigating the Horizons
Comprehensive Portfolio Management & Financial Planning
Personalized | Transparent | Fiduciaries
Fiduciary Duty
At Tower View Wealth Management, we take pride in our commitment to serving our clients as fiduciaries. But what does that really mean, and how does it impact the level of service you can expect from us?
A fiduciary is more than just a financial advisor; it means we are obligated, by law and principle, to act in your best interest. This means we are not influenced by commissions or hidden fees that could compromise the integrity of our advice. Instead, our focus is solely on creating a tailored financial strategy that aligns with your unique goals and aspirations.
No Minimums
For new investors, we have no account minimums and provide education, open conversations, and ongoing support in navigating an unfamiliar topic.
Multigenerational Planning
With our emphasis on building multigenerational wealth, we include your partner, children and grandchildren through open conversations and financial education to ensure you are leaving a legacy you are proud of.
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
Tower View Wealth Management (“Tower View”), founded in 1999, by Raman J. Ghei (Chief Investment Officer, CFA) is strongly rooted in providing customized, transparent 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 100 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
Financial market disruptions may cause you to question whether your existing portfolio is positioned to achieve what is most important to you. A second opinion from an independent financial advisor may provide important insight, perspective and clarity to your financial situation and outlook.
Through this complimentary process, we hope to give you further clarity on how your current investments align with your goals.
Step 1: Navigate to our Contact Us tab and 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.