President
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm.
Gerald...
About Us
We 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
An epic is a grand and heroic story often involving a long journey.
Transforming your life story into an epic is our mission.
Our Team
Learn more about our amazing team of professionals.
Senior Portfolio Manager
James Tarkenton is the Senior Portfolio Manager for Townsend Asset Management Corp.
James has been evaluating...
Senior Financial Advisor
Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the...
Tax and Financial Advisor
Josie Jiang is a Tax and Financial Advisor for Townsend Asset Management Corp.
Josie is a Certified Public Accountant...
Client Service and Communications Manager
Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp., which she joined in 2014.
...
Wealth Advisor
Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.
Arne, a Certified Public Accountant and Personal...
Wealth Advisor
Leon Abbas is a Wealth Advisor with the firm and is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).
He holds a BS...
Business Manager and Office Administrator
Katrina L. Townsend has served as the firm's Business Manager and Office Administrator since its inception in 1982.
K...
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.
Investment Management
Investment Management provides ongoing, active management of our client's investment portfolio.
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...
Latest Publications
A planned and well-thought-out family meeting can positively impact multiple generations of a family – conveying information on family history and values; preparing younger family for future inheritances and wealth transfers; and discussing difficult questions about future health care and end-of-life planning for elders.
If you lose a job, switch employers, or step into retirement, consider rolling your retirement plan savings into an IRA. Here are some pros and cons.
If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider.
Townsend Asset Management Corp.
Gerald A. Townsend, President
