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.

Chief Investment Officer

James Tarkenton is the Chief Investment Officer 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...

Wealth Advisor

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

Arne, a Certified Public Accountant and Personal...

Client Service and Communications Manager

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

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...

Senior Tax Advisor

Ron Reed has recently joined Townsend Asset Management as the Senior Tax Advisor. His responsibilities are preparing...

Tax Accountant

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

Senior Tax Advisor

Brad Hager is a Senior Tax Advisor with Townsend Asset Management Corp.  He came to the firm early 2022 from H & R Block...

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

Townsend Asset Management Corp |
Categories
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.

Townsend Asset Management Corp.

Gerald A. Townsend, President