Townsend was established in 1990 with the idea of specializing in comprehensive retirement planning. Over the years, we have become one of Colorado’s preeminent planning and investment management firms with over $400 million in AUM. One trait that really sets Townsend apart from other firms is our advisors are not working off commissions; they are salary based. Clients know that their advisors’ intentions are to do what is best for the clients. We’re a Registered Investment Advisory Firm and encourage you to research us online at FINRA.org or SEC.gov (Townsend’s CRD #113681) — it’s important for a prospective client to do their dudiligence to verify what/if any disciplinary actions have been filed against them. While looking into our firm, check out our knowledgeable staff; all of our employees who hold licenses or designations have a “BrokerCheck” through FINRA.
BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information; it tells you instantly whether a person or firm is registered, as required by law, to sell securities (stocks, bonds, mutual funds and more), offers investment advice or both. Additionally, BrokerCheck gives you a snapshot of a broker’s employment history, licensing information and regulatory actions, arbitrations and complaints.
Alongside of our incredibly knowledgeable staff, we have access to several professional alliances whom assist in some of the questions we are unable to answer in-depth. We pride ourselves on having those expert connections at hand for our clients making their overall retirement experience a smooth transition. Lastly, Townsend is a community for you to enjoy once retired. As a society, our jobs become a part of our identity; once retired, it’s often difficult to know what direction to take. Townsend finds importance in providing clients outlets to meet new people and find hobbies they can enjoy. We offer several educational classes throughout the year in addition to multiple social events and activities — to see a full list please visit our website.