Concierge Wealth Management for Business Owners and High Net Worth individuals
We specialize in growing and protecting your wealth while minimizing your taxes so you can live your best life.
relentless attention to every aspect of your financial life.
We develop a comprehensive plan and coordinate with specialists across tax, asset protection, and estate professionals while investing your wealth for growth. This ensures there are no gaps or redundancies so that your wealth is maximized and protected.
Financial Advice and Planning Services You Can Trust
Hi, I’m Heather, CFP®, CPA, CEPA, & RLP®
I founded Townsend Financial on a simple belief: everyone deserves a fiduciary, someone bound to put their best interests first. That’s why I chose to be independent, a fiduciary and fee-only, so my clients know my only loyalty is to them.
As seen in
The Family Office Experience
Curated to You
We are your quarterback to the specialists. We advocate for you. As your personal CFO we outsource only to the specialists when needed, ensuring both efficiency and cost effectiveness.
Testimonials
The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Other Ways to Connect with us
Listen to playbook of the wealthy podcast →
Follow along on instagram →
Reach out via linkedin →
Stay connected
