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®, CFP®

President
Chief Investment Officer

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

James has been...

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...

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Financial Insights

Two people in an office working together at a laptop.

How to Dive into Business Succession Planning: 10 Key Questions

Townsend Asset Management Corp. |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...
A person at a desk, using a calculator and writing in a notebook.

5 Tax-Saving Strategies to Keep More of Your Money

Townsend Asset Management Corp. |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...
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How to Stay Invested in Volatile Markets Without Losing Sleep

Townsend Asset Management Corp. |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...

Townsend Asset Management Corp.