$3.1 Billion
Assets under management
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.
We do this by aiming to enhance your wealth while protecting it and allowing you to ultimately share your wealth. By anticipating your needs, we can better prepare you for the unknown and provide solutions that may not have been apparent.
$3.1 Billion
Assets under management
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Wealth Management Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Wealth Management Associate
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
It's a good time to consider annuities
Annuities, which can help to generate secure and reliable income for life, are becoming increasingly popular among retirees.
