Towson Wealth Management Information

Welcome to Towson Wealth Management…“Time is precious, so spend it wisely” The retirement journey ahead may seem daunting but you won’t go through it alone when you work with us. We are a comprehensive wealth management practice specializing in helping individuals and families prepare and successfully transition into retirement. You’ve worked long and hard saving for retirement. And now, whether you’re recently retired or just beginning to think about retirement, you need a strategy for turning your savings into spendable income that can last you a lifetime. In addition, we also help entrepreneurs face the unique challenges involved in owning a closely-held business as it relates to retirement and succession planning. As experienced professionals in the retirement planning field, we’re committed to working closely with you to help you prepare for the challenges you will face during this crucial time in your financial life. Of course, not everyone’s needs and goals for retirement are the same. Regardless of where you are in this process you will need professional guidance. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Towson Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS or Kestra AS do not offer tax or legal advice. Profile is for residents of the US only. Registered representatives and investment adviser representatives of Kestra IS or Kestra AS may only conduct business with residents for the states and jurisdictions in which they are properly registered. Requested information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information please contact the Kestra Investment Services, LLC Compliance Department at 512-697-6000.