About Us
Your Financial Journey, Guided with Purpose
Our Origin & Mission
At Townsend, we believe financial guidance should do more than check boxes or chase benchmarks.
It should reflect your values, your goals, and the life you’re working to build.
For many years, we’ve been walking alongside individuals, families, and business owners, designing tailored strategies grounded in trust and delivered with care. Based in the community we call home, we offer a rare blend of seasoned perspective and forward-thinking insight.
Our team isn’t just skilled, we’re thoughtful, responsive, and fully invested in the relationships we build. We know the weight of financial decisions, and we bring clarity to the process by taking time to understand what really matters to you.
Legacy & Growth
Townsend has always been about more than the numbers.
We’re here to help you make meaningful progress: toward retirement, toward legacy, toward alignment between your wealth and your goals.
And we’ve built our firm to grow with you, from generation to generation.
We’re proud of our deep roots...
...and honored by the trust we’ve earned.
As our team expands and evolves, one thing stays the same: our commitment to serving with integrity, insight, and personal connection.
"Gerald & Katrina have been good dependable friends in many ways for 40+ years. In about the 1980s we became clients of TAM. You have been a dependable asset manager for Family resources who helped me make few mistakes in planning (especially in 2008). We now have resources in retirement that provide comfort for Cheryl & I plus a "leg-up" to our children and grandchildren in the coming years."
Client for 40+ years
Meet Our Team
We are a team of professionals with decades of combined experience who care deeply about helping clients make informed financial decisions with clarity. Each member brings a unique strength, but we’re united by the belief that financial planning should feel personal, not transactional.
We take our responsibility seriously, delivering thoughtful guidance, transparent fees, and strategies aligned with your goals. For over 40 years, we have combined experienced analysis with a human attitude to make your investments work.
Why Work With Us?
Proven experience and reputation
Over 40 years of navigating markets and helping clients work toward their financial goals.
Customized strategies for your goals
Custom investment plans for your goals, timeline and risk tolerance, serving all investors with flexibility.
Full transparency at every stage
Transparent fees and clear reporting to help you stay informed about your portfolio 24/7.
Efficiency proven by numbers
Our philosophy prioritizes protecting what you’ve built, while still capturing steady, meaningful growth for your future.
What Wealth Management Services We Provide?
Investment Management
↓Financial Planning
↓Tax Planning
↓Retirement Planning
↓Estate & Legacy Planning
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