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Townsend Asset Management is a comprehensive wealth management firm committed to guiding and advising you, our clients, toward the accomplishment of your family, financial and life goals. We design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.
We are passionate about helping you reach your objectives by providing you with unique plans of action in the areas of investments, taxes, insurance, business, retirement and estate planning.
We believe everyone bears the responsibility of stewardship of the assets and income entrusted to them. As Registered Investment Advisors, we seek to guide and educate you in making financial and life decisions appropriate for you and your family.