Wealth Management

Our team provides individual strategies for financial independence. They address the complexities of wealth management through dedication to a disciplined approach.

Asset Management

We offer full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Retirement Planning

Whether you are early in your career, actively contemplating retirement or already retired, our team can help you develop a plan.

Small Business Services

Our team works with a variety of business leaders to provide the retirement resources, education and planning they need for themselves and their employees.

Goal Planning

Set your personal retirement and financial goals and follow their progress.

College Planning

Explore the various ways of funding a college education.

Estate Planning

Preserve your family values and ensure that your assets benefit the people and charitable causes in accordance with your wishes.

Tax Planning

Learn the value of creating and monitoring a financial plan that is sensitive to tax issues.

Towne Family of Services

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James Privacy Policy

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James, Towne Investment Group and Towne Wealth Management are not affiliated with and do not  endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James, Towne Investment Group and Towne Wealth Management have no control over any other website and are not able to endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on any site other than this one.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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