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.

President
Chief Investment Officer

James Tarkenton is the PresidentChief Investment Officer for Townsend Asset Management Corp.

James has been...

Chief Operations Officer

Caleb Griffith is the Chief Operations Officer with Townsend Asset Management Corp and has been with the firm since 2006...

Wealth Advisor

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

Arne, a Certified Public Accountant and Personal...

Senior Tax Advisor

Brad Hager is a Senior Tax Advisor with Townsend Asset Management Corp.  Brad previously worked with H & R Block where...

Tax Accountant

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

Client Service and Communications Manager

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

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

Latest Publications

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.

Townsend Asset Management Corp.

Gerald A. Townsend, President