Townsend Asset Management Corp

At Fortress Financial Partners, our clients and community are at the heart of what we do. Created in 2018, our mission is to provide our clients with an exceptional level of guidance. With over seventy five years of combined experience we have the knowledge and expertise to navigate uncertainty. We strive for our client success and have built our firm on these core principles: - Integrity - Innovation - Teamwork - Performance These principals define everything we do. By following them we offer our clients unparalleled levels of service and value.

Our firm is a product of an evolution driven by curiosity. Of market gyrations and “great recessions”. Of time spent inside the corporate culture of both banks and broker dealers and understanding neither are for us nor our clients. Of taking the long view through the prism of today’s details. Of the craft that is personal wealth management. Throughout this evolution, we as individuals have always been focused on the best interest of those we serve. This quality is innate in all of us and you can’t work here if you don’t have that core talent. We attract clients who like being taken care of. Who recognize and appreciate independent thinking applied to the pragmatic decisions that make up ones financial well-being. Who have grown tired of being lumped in with everyone else and seek advice that recognizes their distinct past, present and future. We attract those who are engaged with us at a cadence we all agree on. Who have a fundamental understanding of markets and that ups and downs are part of the territory. Who appreciate our disciplined approach to investing and harbor a disdain for cookie cutter portfolios. We are an Independent Advisory firm and as such we operate within a flat fee only model. So, no hidden fees. There is no being put in a cue on an 800 number line. Instead, a warm, responsive voice. Our conference room’s wall size touchscreen displays your clear, concise, up to date performance reporting. Your dynamic financial plan is designed on the best software our industry has to offer. Our three advisors are respectively in their 60’s, 50’s and 40’s so continuity of service and multi-generational perspectives is part of the firm’s DNA. Best in class wealth management, like any well rooted personal relationship, is an ongoing conversation between people. Let’s start a conversation and see if we are a good fit. 919.861.8212Thank you! Olde Raleigh Financial

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Raleigh, NC area, Jeff Mc Claugherty will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.