Towson Wealth Management

We are a comprehensive wealth management practice specializing in helping individuals and families prepare and successfully transition into retirement. You’ve worked long and hard saving for retirement. And now, whether you’re recently retired or just beginning to think about retirement, you need a strategy for turning your savings into spendable income that can last you a lifetime.

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In addition, we also help entrepreneurs face the unique challenges involved in owning a closely-held business.

Our objective is to support you through your transition into retirement and throughout your retirement years. This period is a critical time when careful planning and prudent decision making is essential. This period is so important because today’s retirement can last longer than ever before — often, for 30 years or more. Along with increasingly more difficult issues such as increased market volatility, a low interest-rate environment and rising healthcare costs, this could dramatically affect how long your assets and income streams may last.

As experienced professionals in the retirement planning field, we’re committed to working closely with you to help you prepare for the challenges you will face during this crucial time in your financial life. Of course, not everyone’s needs and goals for retirement are the same. Some may be closer to retirement, seeking to transition their savings into income. Others may be years away and looking to grow their assets with as little risk as possible.

Regardless of where you are in this process you will need professional guidance. We have created a Comprehensive 5 Step Financial Planning Process to assist you in developing and implementing an effective retirement strategy that is built around your specific needs and objectives.

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Personal Wealth Management

We have created a Comprehensive 5 Step Financial Planning process that we follow with each of our clients. While each client's financial plan will be different, the planning process itself is consistent.

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Business Planning Services

Owners of closely held businesses face many unique challenges. We can help you meet challenges that fall into these three broad categories: Managing personal and business wealth, Designing and implementing a qualified retirement, Succession planning

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All of our energy, commitment and efforts are focused on you, our client, and your overall satisfaction. Through years of experience and trust, we have built a firm that specializes in managing your personal wealth.

"Good fortune is what happens when opportunity meets with planning."

Thomas Edison