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.

 

James Tarkenton - web version
Senior Portfolio Manager

James Tarkenton is the Senior Portfolio Manager for Townsend Asset Management Corp.

James has been evaluating...

CalebGriffith
Senior Financial Advisor

Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the...

Tax and Financial Advisor

Josie Jiang is a Tax and Financial Advisor for Townsend Asset Management Corp.

Josie is a Certified Public Accountant...

Bonnie Mole
Client Service and Communications Manager

Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp., which she joined in 2014.

...
Arne Morris
Wealth Advisor

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

Arne, a Certified Public Accountant and Personal...

KatrinaTownsend
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...

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...

Latest Publications

Townsend Asset Management Corp. |
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2021.
Townsend Asset Management Corp. |
Categories
When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn't easy, because money is a complicated and emotionally charged topic. Rather than risk conflict, your family may prefer to avoid talking about it altogether. If your family isn't quite ready to have a formal conversation, you can still lay the groundwork for the future by...

Townsend Asset Management Corp.

Gerald A. Townsend, President