Towne Wealth Management

Towne Wealth Management provides personalized financial planning and investment guidance, shaping comprehensive plans around clients’ goals, time horizons and tolerance for risk. Its services include portfolio management, investment strategies, retirement and longevity planning, corporate retirement-plan consulting, education planning, estate and charitable-giving guidance, fixed-income services, and risk management. The company is part of the TowneBank family of services and offers financial counsel designed to help clients pursue long-term financial goals.