Envision. Plan. Achieve.

Helping to guide you on your journey toward financial well-being

What matters most to you? What is your vision for the future? At Touchstone Wealth Partners, helping you find those answers is what our relationship is all about. By understanding all aspects of your financial life, and aligning our experienced team with the powerful resources of UBS, we can help you plan for your most meaningful goals and achieve the life you love.

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The proof is in our numbers

$3.1 Billion

Assets under management

As of 06/01/2023

Advisors on the team

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth Management

Pursue the goals that matter most.

Because every client is unique, we tailor our advice to address your planning needs today and into the future. Your personal goals, family and the complexities of structuring your assets across multiple generations of your family are integral to Retire comfortably with an effective cash flow plan

Retire comfortably with an effective cash flow plan

Lower portfolio volatility while enhancing returns

Reduce estate taxes with a sophisticated wealth transfer plan

Improve insurance and other risk management solutions

Engage the next generation on the responsibilities of inherited wealth

Institutional consulting

Delivered through ongoing collaboration

UBS Institutional Consulting delivers insightful advice to help institutions of virtually every type—mission-based organizations, government agencies and corporations—help preserve and grow their assets. Our disciplined consulting process is backed by the capital strength and resources of one of the world’s leading wealth management firms. And our dedicated Consultants build collaborative and long-term personal relationships with clients. In all, it’s a powerful combination of experience, hands-on guidance and the resources of a global financial leader to help you accomplish your organization’s goals.

Company-sponsored financial planning

Experience your employees can count on.

Empower all of your employees, including middle management and C-suite executives to "know their numbers." Our comprehensive and customized financial counseling services integrate company benefits and compensation strategies with your personal financial life.

Working with Touchstone Wealth Partners, you can benefit from:

Advice for each area of your financial world

Understanding your company compensation and benefit plans
Clarifying short- and long-term financial goals
Creating a long-term financial plan for your retirement, estate, taxes and cash flow
Determining insurance coverage needs
Developing an implementation plan
Employee-sponsored fee-based financial planning

Better communication with your employees

In-person meetings
Conference calls
Educational group meetings and webinars
Online financial planning tools

UBS Advisor Podcasts

The Key Ingredient with Stefan Contorno

Join Stefan Contorno as he interviews some of America's Top Entrepreneurs while aiming to discover the "key ingredient" that lead to their success. In addition we will provide practical, easy to understand financial advice.

Listen to our podcasts