Tower Wealth Management Surpasses $1 Billion in Brokerage and Advisory Assets

Tower Wealth Management, the financial and investment services group located at Tower Federal Credit Union, recently announced that it has surpassed a significant milestone-overseeing more than $1 billion in client assets.

Tower Wealth Management brokerage and advisory assets grew from just under $580 million in 2020 to over $948 million as of the end of December 2025. A strong first half of 2026 pushed the group's brokerage and advisory assets over the $1 billion mark.

"Over the past five years, we have made a deliberate and strategic effort towards expanding our services and client base, while continuing to provide consistent, quality service to our current clients," says Brett Marchand, Vice President of Tower Wealth Management. "This milestone is a direct result of that strategy, the strong relationships we've built with our clients, and the dedication of our team. We remain committed to our mission of helping our clients achieve their financial goals in a way that is unique, approachable, transparent, and rooted in integrity."

Promoting investing literacy is another cornerstone of Tower Wealth Management's approach, according to Cassandra Compton, Senior Vice President & Chief Experience Officer for Tower Federal Credit Union.

"Investing is complex, and many individuals haven't received formal guidance on the fundamentals," she says. "Tower Wealth Management puts our members first by providing education that empowers them to make informed decisions, whether they're planning for retirement, building a financial roadmap, or navigating wealth transfer to the next generation. They're focused on helping families feel financially confident across generations. It's more than a transaction; it's a commitment to long-term financial success."

Achieving this milestone helps set Tower Wealth Management apart from its peers, Compton says. "This success is a true testament to the expertise, care, and commitment practiced every day by our devoted team of Wealth Advisors."

Surpassing $1 billion is also a testament to the trust clients place in Tower Wealth Management, Marchand adds. "We are proud of the faith and trust our clients place in us, and the disciplined investment approach that has guided our growth. We remain focused on delivering long-term value, and our unwavering commitment to the individuals, families, and communities we serve."