NetworkยทVenture Capital

Townsend

Unclaimed

๐Ÿ“ WESTMINSTER, CO

Venture Capital
www.townsendretirement.com โ†—

SEC CRD #801-66559

About

Townsend Retirement and Investment Advisors Your Trusted Financial Advisor | Westminster, Denver, Aspen, Colorado Skip to content Full 1 Townsend Retirement and Investment Advisors Your Financial Advisor Established 1990 Schedule a Conversation Full 1 2026 Q2 Financial Insights Webinar Led by John Goltermann, CFA, CGMA Senior Vice President and Chief Investment Officer Originally Held on Tuesday April 14, 9:00a 10:00a MDT Watch Replay Full 1 Trusted for Generations The majority of families we meet come to Townsend through client referrals, a reflection of long-term relationships built on trust. Why Familes Refer Townsend Full 1 Your Life Doesn t Fit a Category From retirement income and investments to taxes, healthcare, and major life decisions, our planning-first approach brings clarity to every stage. See How We re Different Since 1990, our team has helped families make thoughtful financial decisions through every stage of retirement. The majority of new families come to us through client referrals, a reflection of long-standing relationships built on trust and care. We support individuals and families with retirement planning, investment management, tax and healthcare considerations, and legacy planning, alongside a community of workshops and events designed to help people stay engaged and confident in the next phase of life. Discover the Townsend Difference We help families navigate major financial decisions and life transitions while fostering meaningful connection. Our

Key Contact

SK

SHAWN KELLY

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (303) 452-5986

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AUM

$1.5B

Location

WESTMINSTER, CO

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