What AI says about Townsend Financial

Townsend Financial offers concierge wealth management for business owners and high-net-worth individuals as an independent, fiduciary, fee-only firm. They develop comprehensive financial plans, coordinate with tax, asset protection, and estate professionals, and invest for growth to maximize and protect wealth while minimizing taxes. Led by Heather, CFP, CPA, CEPA, and RLP, they act as a personal CFO, connecting clients with specialists as needed and providing complimentary consultations.