DOES YOUR WEALTH MANAGER…
Give Full Service, Comprehensive Wealth Solutions?
Offer truly independent, objective advice, tailored to your individual circumstances?
Address every aspect of your wealth picture?
Help you grow, manage and sustain your wealth?
When you are ready, help pass it on?
Please contact us for a complementary coffee to find out if we are able to enhance your wealth picture.
At Townshend & Somani Group we pride ourselves on consistently adding value to our client relationships. In today’s day and age people are looking for comprehensive, independent, well thought out wealth solutions that are unique to the client. Our clients enjoy working with us because of our well structured process that ensures that they receive only the highest level of service, with the added benefit of peace of mind. We understand that being your wealth manager is a long-term relationship; our clientele are carefully selected in order to make sure that we will be a good fit now and into the future.
Today’s high net-worth investors require exceptionally high levels of service given the complexity of their affairs. Having the right team on your side is the key to success. We give complete objectivity with our recommendations for your hard earned wealth that are based on your best interests. You can always expect full transparency when working with the Townshend & Somani Group; this aligns our interests and makes for a fantastic long-term relationship. Our competitive advantage stems from our independent model, the wealth and diversity of the skills that the team offers, and our firm, which offers the top analysts, access to a wide range of products and a truly global reach. Combine this with top level customer service and your experience with the Townshend & Somani Group will be unparalleled in the financial industry.
Please contact us to learn more about financial security planning and how we can help you realize your dreams.
David M. Townshend