Our advisory teams go beyond traditional wealth management by delivering personalized investment strategies, in-depth education, and proactive financial planning. We don’t just manage assets—we build lasting relationships, guiding our clients through life’s financial complexities with expertise and care. Whether navigating major life transitions or planning for future aspirations, we are dedicated to helping our clients pursue their dreams through strategic, informed decision-making. At Tower 68, we don’t just plan for the future - we help create it.

Our clients come from all walks of life, from young families just starting their financial journey to seasoned entrepreneurs, corporate executives, professionals, business owners, and retirees. We cast a wide net, welcoming those who have built a capital resource base and are seeking growth or those looking to start embarking on their investment journey. Our goal is to make a meaningful difference in their lives by helping them work toward securing a strong financial future with confidence and clarity.

At Tower 68 Financial Advisors, we deliver white-glove, highly personalized wealth management that goes beyond the one-size-fits-all approach of larger firms. Using recognized fundamental and technical analysis models, we tailor each portfolio to match our client’s unique goals, risk tolerance, and time horizons.

As an independent firm, we’re free from proprietary products and corporate agendas, allowing us to offer unbiased investment options designed purely in our client’s best interests. Our active portfolio management ensures a hands-on approach - we continuously monitor, adjust, and optimize strategies to navigate changing markets and evolving financial needs.

• Retirement Accounts
• Taxable/Tax Free Accounts
• Education Savings Accounts (529 & Coverdell)
• Trust Accounts
• Custodial Accounts (UTMA/UGMA)
• Conservator Accounts

• Brokerage Account
• Full or Semi-Discretion
• Outside Business

No, we do not invest in cryptocurrency. We focus solely on the stock market, utilizing time-tested investment strategies for safer, long-term growth.

We do, however, focus on cryptocurrency related products that we offer.

As a Financial Industry Regulatory Authority (FINRA) member firm, subject to the federal securities laws and the rules of industry self-regulatory organizations, LPL Financial prioritizes its obligations to protect client assets in their custody with the utmost care and scrupulous adherence to financial protection rules, including those governing the segregation of client assets.

LPL provides an enormous catalog of services and resources and a long history of financial stability.

• The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash.
• An explanatory brochure is available at www.sipc.org.
• Through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $750,000,000 subject to conditions and limitations.
• Account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)

Still have questions? Feel free to ask us and one of our team members will get back to you!