Meet the Towne Trust Team
At Towne Trust, we take a holistic approach to serving every one of our members. We bring together your current legal counsel, tax advisors, insurance providers and more to deliver a truly goals-based approach to financial advice and planning that helps your wealth preserve your legacy.
Steps to Our Goal-Oriented Approach:
- Understanding your short- and long-term goals and objectives
- Consult on your existing wealth and estate plans
- Identifying and assessing cashflow and liquidity needs
- Assessing your risk tolerance
- Identifying any investment constraints
- Setting an investment object and strategic allocation range
- Portfolio construction and active investment management
- Exploring strategies for philanthropy, gifting, and wealth transfer
Our Leadership Team
Private Wealth Advisors
Investment Team
Fiduciary and Tax Team
Ready to Get Started? Contact Us Today!
Investment and Insurance products are Not a deposit, Not FDIC-insured, Not guaranteed by TowneBank, Not insured by any state or federal government agency, subject to risk and may go down in value.
The information provided is not intended to be legal, tax, or financial advice or recommendations for any specific individual, business, or circumstance. Towne Trust Company cannot guarantee that it is accurate, up to date, or appropriate for your situation. You are encouraged to consult with a qualified attorney, accountant, or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.