Your Goals.
Our Guidance.


What are you planning for?

We offer a full suite of financial advising services, helping you plan for everything from your retirement to your company's future.

Our Services

My Retirement

We help you plan now, to thrive for a lifetime.

My Family

Protect the ones you love through life and disability income insurance.

Education Funding

Understand the vehicles and strategies to fund higher education costs for your children and grandchildren.


We evaluate risk, asset allocation and location, and asses the impact of taxes, for proper portfolio construction.

Wealth Transfer

Estate planning is simply carrying out your wishes by design, not default.

Charitable Giving

Maximize your philanthropic impact with tax efficient gifting strategies.

My Business

Focus on your business, let us help with executive benefits, buy-sell strategies, and key-employee retention.

My Employees

We help you provide competitive benefits, retirement plan, and financial education.

Business Succession

Your business is your retirement. An exit strategy is as important as your business plan.

Special Needs Planning

When your family members have special needs, you face a unique set of challenges, our specialists can help.

We Serve

Family Financial Advisor


Protect your family with strategic insurance, education savings, and estate planning.

Professional Financial Advisor

Individuals & Professionals

Plan for retirement, manage investments, and maximize your potential.

Business Financial Advisor

Business Owners

We work on your business allowing you to put 100% focus in your business.

Who We Are

Touchstone Wealth unites offices throughout the Pacific States to provide the ultimate client experience. By building relationships with our clients, we can help achieve the goals and dreams they desire by providing for their families, employees, and communities.

Wealth Management

Our Process


Find out what is most important to you, your family, or your business


We analyze your unique situation to create a custom roadmap with recommendations.


Put your plan into motion, we take the burden off your plate as you taker action to secure your financial future.


We regularly review your plan’s progress to monitor accomplishments and challenges, and make necessary shifts as life happens.

Latest News

The Compass August

In a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings…

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