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.
Our Team
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 Advisor
Josie Jiang is a Tax Advisor for Townsend Asset Management Corp.
Josie is a Certified Public Accountant and a member...
Client Service and Communications Manager
Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp.
Having returned from...
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.
Katrina...
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
Three key reasons why you should diversify your portfolio.
Gerald Townsend shares his thoughts on the coronavirus and the markets.
IRA owners may want to revisit their estate planning strategies to help prevent their heirs from getting hit with higher-than-expected tax bills.
Townsend Asset Management Corp.
Gerald A. Townsend, President
