Financial Strategies Designed for Your Life
Personalized advice. Clear direction. Built to grow with you.
At Townsend, we don’t believe in one-size-fits-all plans
Your life, your values, and your priorities deserve thoughtful strategies that adapt over time.
Whether you're preparing for retirement, managing a business transition, or planning for future generations, we’re here to help you take the next step with intention.
Our method ensures that no detail is left unattended
Tailored Investment
Strategies
Whether you see yourself mentoring the next generation, publishing your life’s work, or exploring new intellectual frontiers, we’ll help you design a retirement plan that’s as unique as your journey.
Holistic Wealth Approach
Our comprehensive approach combines investments, taxes and planning, protecting not only your capital but also your family's future.
Life-Centric Financial Planning
We analyze every aspect of your life - from children's education to retirement, creating a truly personalized financial plan.
Maximize the Benefits, Minimize the Hassle
We don’t just prepare declarations, we develop strategies to legally reduce the tax burden at all stages.
Wealth Management Services
Investment Management
We design individually tailored portfolios aligned with your goals, implemented with the goal of compounding your net worth while meeting any income needs. Our investment strategies are seamlessly integrated with your financial and tax planning to support lasting growth.
Financial Planning
Financial planning is about more than projections. It's about understanding where you are now, where you want to go, and how to get there. At Townsend, we work to build clear, actionable plans that give you direction through each phase of life, helping you make informed decisions with clarity.
Retirement Planning
We offer year-round tax planning support to help align your financial decisions with current laws and long-term strategy. From income timing to charitable giving considerations, we work to help you align your decisions with your financial priorities.
Tax Planning
Legacy isn’t just about what you leave behind, it’s about what you stand for. Our approach to estate planning is rooted in helping your values carry forward. We collaborate with legal professionals and your existing advisors to help ensure your intentions are documented, coordinated, and aligned with your broader financial plan.
Estate & Legacy Planning
Retirement is a transition, not a finish line. We work to help you feel prepared, informed, and in control of your next chapter. From income distribution strategies to social security timing, we tailor plans designed to support your lifestyle and reflect your legacy goals.
Let’s create a plan that reflects your goals and grows with you.
Turnkey: from investments to inheritance with one trusted partner
Don't know how to invest wisely? We will create a personal investment portfolio based on your goals and risk appetite.
Are your finances uncoordinated? Our comprehensive solutions will combine investments, taxes and retirement planning into a single strategy.
Are you overpaying taxes? We will select legal ways to optimize the tax burden for individuals and businesses.
Concerned about preserving your legacy? We’ll create a long-term plan to protect and transfer wealth across generations.
No time to understand finances? We will take full management of your assets with regular reporting.
If this sounds like what you need, let's start the conversation.
What Our Neighbors
Are Saying
Townsend takes the stress of investing off our plate!
“We selected Townsend after interviewing several firms. We wanted a firm that had bench strength and could help me in the event my husband passes away first. I feel comfortable with the whole team.”
“We appreciate the investment guidance from Gerald and James, the helpfulness of the staff and also the educational seminars.”
“Townsend has taken the stress of investing away from our family. They are my family's CFO.”
“Genuine concern regarding our finances. Always available to answer questions that we may have and of course utmost professional conduct not to mention just good people.”
“Helping us stay organized with our finances and look at the big picture, so we can plan for the future.”
*Reviews contain testimonials by clients of our services. These testimonials reflect the real-life experiences and opinions of such clients. However, the experiences are personal to those particular clients, and may not necessarily be representative of all clients of our services. We do not claim, and you should not assume, that all clients will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The views and opinions contained in the testimonials belong solely to the individual client. Clients are not paid or compensated for their testimonials.