Touchstone Wealth

Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams. With more than 62 employees and advisors licensed in all 50 states, Touchstone Wealth brings broad and deep professional experience and expertise. The firm prioritizes building relationships with its clients, advising them as it would its own family. Making a positive impact in their lives by guiding them toward financial security and prosperity is what gets Touchstone Wealth up in the morning. Founded in 1958, Touchstone Wealth has a long history of providing exceptional financial services.

Touchstone Wealth operates as a privately held company, headquartered in Scottsdale, Arizona, United States of America. The firm's commitment to its clients is evident in its mission to provide personalized and comprehensive financial advice. Touchstone Wealth's approach to financial planning is holistic, considering all aspects of a client's financial life to create a tailored strategy that aligns with their goals and values.

The company's dedication to building strong relationships with its clients is a cornerstone of its success. By treating clients like family, Touchstone Wealth ensures that each individual receives the attention and care they deserve. This personalized approach has earned Touchstone Wealth a reputation for excellence in the financial advisory industry.