About Us

We are Raleigh Financial Advisors that design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.

Our Process

As a firm, our focus is to understand your goals and develop a plan to reach them. We listen to you and develop a concrete course of action. Together, we work with you to implement those recommendations and monitor the progress.

Our Philosophy

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.

Who We Are

For over forty years, Townsend’s Partners have provided advisory services to individual and institutional investors including family offices, executives, entrepreneurs, athletes, foundations, endowments, and pension plans. With our long-standing experience in wealth management, our focus is helping our clients build and maintain their estates and guiding them through generational wealth transitions. In addition, Townsend’s leadership experience successfully building, buying, and selling businesses assists our clients on strategic business initiatives.

 

 

 

Our Team

Learn more about our amazing team of professionals.

James Tarkenton CFA®, CAIA®, CFP®

President
Chief Investment Officer

James Tarkenton is the President & Chief Investment Officer for Townsend Asset Management Corp.

James has been evaluating...

Caleb Griffith CFP®

Chief Operating Officer/Chief Compliance Officer

Caleb Griffith is the Chief Operating Officer and Chief Compliance Officer of Townsend Asset Management Corp and has...

Arne Morris CPA/PFS

Wealth Advisor

Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.

Arne Morris joined Townsend in 2017 as a seasoned...

Michele Stewart

Tax Accountant

Michele Stewart has joined Townsend Asset Management Corp. as a Tax Accountant.  Michele is from Raleigh, NC and...

Tracey Ellis

Client Service and Communications Manager

Tracey Ellis is Client Service and Communications Manager at Townsend Asset Management Corp.  A native of North Carolina...

Becky Gifford

Client Relationship Associate

Becky recently joined Townsend Asset Management Corp as a Client Relationship Associate. A native of Snow Hill, NC, she...

Our Services

 

Wealth Management

Wealth Management is our most comprehensive service, through which we provide guidance and assistance to our clients and their families in personal financial matters.
 

Financial Planning

With the understanding that each client's situation is unique, Financial Planning provides in-depth analysis, guidance, and recommendations in areas such as: Family goals and life issues Investment analysis and asset allocation decisions Education cost funding Tax reduction strategies and cash flow...
 

Tax Planning & Preparation

Our staff of professionals is experienced in preparing tax returns for individuals, trusts, estates and businesses. In addition, we provide tax planning and tax reduction strategies in areas such as: Capital gains and losses Stock option exercise planning Alternative minimum tax Retirement income...

Create an Investment Plan to Meet Your Goals

Try our Free Retirement & Savings  Planning Tool

Financial Insights

A crate overflowing with a harvest of vegetables.

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Townsend Asset Management Corp |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...
A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Townsend Asset Management Corp. |
Categories
Investments
Financial Planning
Retirement Planning
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...
A couple sitting on a couch working on a laptop together.

5 Smart Ways to Use Your Tax Refund in 2025

Townsend Asset Management Corp. |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...

Townsend Asset Management Corp.