Tower Wealth Management, the financial and investment services group located at Tower Federal Credit Union, announced today 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.”
About Tower Wealth Management
Tower Wealth Management is the financial planning and investment management group located at Tower Federal Credit Union. We have served the Baltimore/Washington corridor since 2005 and take pride in our deep roots in the community. Our team is local and highly accessible. Our Wealth Advisors are LPL-registered, seasoned industry professionals, averaging 24 years of financial services experience. They are highly experienced at shaping investment portfolios along with crafting detailed retirement plans, including those for federal government employees. For information, visit towerwealthmanagement.com.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tower Wealth Management, and may also be employees of Tower Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tower Federal Credit Union or Tower Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
