We design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise. We believe investment strategy must be based on your unique goals. In the course of achieving reasonable income or growth, your risk tolerance, financial circumstances, and time horizon must also be taken into consideration.
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm. Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the. Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp., which she joined in 2014.
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm. Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the. Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp., which she joined in 2014.
Services
Townsend Asset Management is a comprehensive wealth management firm committed to guiding and advising you, our clients, toward the accomplishment of your family, financial and life goals. We design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm. Gerald brings a wealth of experience and an extensive background to our clients. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNERTM (CFP) practitioner, a Chartered Financial Analyst (CFA) charterholder, and a Chartered Market Technician (CMT).
Wealth Management is our most comprehensive service which encompasses managing investments, creating financial and retirement plans, as well as planning and preparing tax returns. We are committed to developing wealth management strategies for our clients that secure their futures and protect generational wealth.
Investment Management provides ongoing, active management of our client's investment portfolio. We utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. We discuss our financial and investment philosophy while developing a unique Investment Policy Statement for each client, which addresses goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations.
Gerald Townsend provides answers to provocative questions about the role of financial advisors today. Thematic equity strategies invest in companies whose products or services are underpinned by powerful forces of change we call megatrends. In financial and investment planning, that four-letter word, "risk, " is something we constantly grapple with.
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