About Us

We are Raleigh Financial Advisors that 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

For over forty years, Townsend’s Partners have provided advisory services to individual and institutional investors including family offices, executives, entrepreneurs, athletes, foundations, endowments, and pension plans. With our long-standing experience in wealth management, our focus is helping our clients build and maintain their estates and guiding them through generational wealth transitions. In addition, Townsend’s leadership experience successfully building, buying, and selling businesses assists our clients on strategic business initiatives.

 

 

 

Our Team

Learn more about our amazing team of professionals.

James Tarkenton CFA®, CFP®

President
Chief Investment Officer

James Tarkenton is the President & Chief Investment Officer for Townsend Asset Management Corp.

James has been...

Caleb Griffith CFP®

Chief Operating Officer/Chief Compliance Officer

Caleb Griffith is the Chief Operating Officer and Chief Compliance Officer of Townsend Asset Management Corp and has...

Ryan Willson

Chief Commercial Officer

In October of 2024, Ryan Willson joined Townsend Asset Management as their Chief Commercial Officer. Ryan is responsible...

Arne Morris CPA/PFS

Wealth Advisor

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

Arne Morris joined Townsend in 2017 as a seasoned...

Michele Stewart

Tax Accountant

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

Tracey Ellis

Client Service and Communications Manager

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

Becky Gifford

Client Relationship Associate

Becky recently joined Townsend Asset Management Corp as a Client Relationship Associate. A native of Snow Hill, NC, she...

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

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Financial Insights

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5 Damaging Myths About Money Talks & the Facts Behind Them

Townsend Asset Management Corp |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Townsend Asset Management Corp |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
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How to Reprogram & Improve Your Money Mindset

Townsend Asset Management Corp |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...

Townsend Asset Management Corp.