Townsgate Wealth Management is a boutique wealth management firm working with individuals, families and foundations seeking to achieve their financial goals through the ex*****on of a highly personalized wealth plan. Being a boutique firm, we have limited the number of clients we work with. This allows us to have deep and strong relationships with our clients and their Attorney and CPA. Clients us
ually come to us with four requests:
• “I want to protect my wealth.” This is why our first objective is to manage a portfolio’s risk.
• “I want to see my wealth grow.” They want a fair return given market conditions.
• “I want income from my portfolio.” This can be from tax efficient investments.
• “I want to create a legacy for my family or charity.” This is where we work with clients' estate planning attorney and CPA to execute a strategy for such a request. Our experience has shown us that to succeed in today’s complex markets, you need objective advice that you can rely on. Sometimes, the best advice is to hold steady and maintain your investments. Other times, the best advice is to take immediate action. Above all, you need advice you can trust. Please call me if you would like to discuss your current situation and have your portfolio or plan reviewed.
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The financial consultants at Townsgate Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
