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Towson Partners Wealth Management
Our Team
The Towson Partners Wealth Management team's mission is to help our clients and their families achieve financial peace of mind. We are committed to providing excellent service to each of our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Assistance Center of Towson Churches
Towson Partners is glad to be able to help support a family in need each holiday season.
Special Olympics Maryland Inclusion Experience
Towson Partners, along with the Towson, Greenspring, Hunt Valley, and Bel Air offices, hosted and participated in a Bowling Tournament Fundraiser to benefit Special Olympics Maryland.
Helping Other First Responders
Towson Partners, along with the entire Towson office, also provided meals to a number of other people serving on the front lines.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 28, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
March 26, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Stocks Rebound and Post the Best Return Since 2021
Stocks Rebound and Post the Best Return Since 2021
Higher Interest Rates Weigh on Stocks in the Third Quarter
Higher Interest Rates Weigh on Stocks in the Third Quarter
A Pause in Rate Hikes, Falling Inflation, and a Resilient Economy Power Stocks Higher in the Second Quarter
A Pause in Rate Hikes, Falling Inflation, and a Resilient Economy Power Stocks Higher in the Second Quarter
Office Information