Towerto Private Wealth

David and James are a great team, I am very confident with their work product and financial management for me! David is always prepared for our periodic face-to-face meetings to update details with a full written agenda which I appreciate. Very happy to be working with Towerto Private Wealth!
Feb 15th, 2024

We have worked with Dave for several years and are so appreciative of the personalized planning he offers. He has always been readily available to address questions and provide thoughtful and sound advice. It is a pleasure to work with him.
Jan 26th, 2024

Jan 11th, 2024

I have been working with David Torres for more than 15 years. His expertise in managing our funds has been outstanding and his advise has truly made a difference in our life style living. Recently having James Nixon part of the Towerto Team as benefited me because of the increased depth in customer service and personal service to our accounts, including helping with our tax returns. I have recommended David to many of my friends and everyone i know would give him high marks for his financial services.
Dec 3rd, 2023

My wife and I have worked with Dave for over 16 years on our financial and estate planning, and it has been a great experience for us. His investment strategies have proved very successful, and his advice for long-term planning and goal setting has been a great help. He and his staff are always quick to respond to any issues we may have. We think of Dave not only as our financial advisor but also as a good friend.
Nov 14th, 2023