Townsend Wealth Management

Overview

Townsend Wealth Management LLC is an independent, SEC-registered investment adviser (registration year 2021) controlled by an individual owner and focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients primarily on a percentage-of-assets-under-management basis, with some other fee arrangements possible. Townsend does not identify itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives