Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and closely held business owners in comprehensive financial planning.Towson Wealth Management allows our clients to delegate their complex financial planning needs to one trusted advisory resource. “We offer value to our clients through coordinating their other professional advisors including tax and legal relationships, into our financial planning process. This helps to free up their personal time so they can focus on their own life passions.”Kurt holds the following professional qualifications:•Towson University - Bachelor of Science, Business Administration & Finance Degree•Stevenson University – (CFP®) designation curriculum•CERTIFIED FINANCIAL PLANNER™ certification (CFP®) – CFP Board of Standards•Series 7 (General Securities Representative)•Series 63 (Uniform Securities Agent State Law)•Life and Health Insurance licensesSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. 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.