Tower Wealth Partners, Inc.
Tower Wealth Partners, Inc. is a registered investment adviser headquartered in Lewisburg, Pennsylvania. Founded in 2005, the firm is owned by Darin M. Koss and Jared F. Kohl. It provides comprehensive financial planning and investment advisory services, aiming to guide clients through customized financial strategies to achieve their life goals. The firm primarily serves individuals and families seeking personalized wealth management. As of its last SEC filing, the firm manages assets of approximately $191 million. Tower Wealth Partners, Inc. is a boutique advisory with a close-knit team focused on deep client relationships and tailored portfolio construction, with an estimated employee count of fewer than 10.
Investment Strategy
Tower Wealth Partners, Inc. delivers financial planning and investment advisory services with an emphasis on client-specific strategies. The firm constructs diversified portfolios for its clients, allocating assets across a range of ETFs, mutual funds, and select equities. Their portfolio exhibits active management and dynamic allocation, balancing growth and risk management according to each client's needs and long-term objectives. Tower Wealth Partners engages in thoughtful, hands-on financial planning, collaborating closely with clients to define and realize their goals, reflecting a philosophy of simplicity, confidence, and customized financial advice.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VSMV | VICTORY PORTFOLIOS II | 12.03% | $20.4M | 413,027 | $36.25 | $49.28 | +$769.4K |
S SPYG | SPDR SERIES TRUST | 11.41% | $19.3M | 202,481 | $67.60 | $95.32 | +$3.3M |
R RECS | COLUMBIA ETF TR I | 10.72% | $18.1M | 492,981 | $34.69 | $36.79 | +$2.4M |
J JAAA | JANUS DETROIT STR TR | 9.69% | $16.4M | 323,084 | $49.83 | $50.75 | +$19.8K |
I IJH | ISHARES TR | 9.34% | $15.8M | 254,800 | $45.84 | $62.02 | +$1.3M |