Law Office of Jamie Townsend

The Law Office of Jamie Townsend serves individuals who are planning or managing their estates, people transitioning to retirement, and fiduciaries administering the estates of others, and it also works with business owners and corporate executives on succession and retirement-plan matters. Its services combine estate planning, estate administration, wealth management advice, retirement-plan consulting, and business successorship planning tailored to client-directed decision making.

The firm’s advisory approach emphasizes legal-structure and asset-class guidance rather than recommending or analyzing individual securities in depth; it uses fundamental and technical analysis to inform portfolio design, diversification, and tax-aware planning while advising clients on implementation. Advisor-held accounts are generally non‑custodial and non‑discretionary unless the client explicitly grants legal authority, and clients retain responsibility for final transaction decisions.

Notable differences from many investment-manager peers include that the firm is operated by a licensed attorney who integrates legal and financial planning, and it provides fee-only services billed on an hourly basis rather than charging percentage-of-assets-under-management or performance-based fees. The firm also does not accept commissions, does not custody client assets, and currently does not manage client assets on a discretionary basis.