Experience your employees
can count on.
Company-Sponsored Financial Planning Services
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

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances. Barron’s Top 1200, criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron's is a registered trademark of Dow Jones & Co. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus.

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