Wealth Management


Touchstone Advisory is proud to provide holistic Wealth Management and Investment Advisory solutions that help our clients grow, protect, and preserve their wealth.  Below is a synopsis of the main services provided:

Retirement/Financial Plans

Touchstone Advisory educate our clients on things such as budgeting, saving for emergencies, and preparing for retirement, which helps households enjoy better lives while weathering financial shocks. Financial education can play a key role in getting to these outcomes. Our plans are catered around the above, but most importantly we understand that the key to financial success and capital preservation is planning ahead, because we all know, that we truly do not know what tomorrow will bring.  We prepare our clients for all financial situations and focus on wealth preservation.

Concentrated Stock Solutions

Touchstone Advisory assist high level executives and directors on concentrated company stock.  We provide strategies to diversify and mitigate tax on concentrated stock positions.

Income Analysis for Retirement

Do you know what level of income you would like in retirement?  Let Touchstone Advisory help you understand how to best maximize retirement success during the prime of your career.  Touchstone Advisory look at all sources of expected income, such as; Pension and Retirement plans, Taxable Accounts, Real estate, Social Security, and Inheritance.  We provide tools and analysis that help make the most out of your retirement.

Social Security / UK National Insurance

Do you know when the right time is to claim Social Security/National Insurance and maximize your income from them?  Touchstone Advisory provides advice on how to integrate these safety nets most effectively into your overall retirement plan.

Trust and Estate Planning

Does your family have a net worth of +6 million? Do you understand the tax consequences upon your death? We provide wealth transfer advice to help mitigate taxes, avoid probate, and preserve net worth for future generations

Currency Planning

Given our expertise in overseas assets, we help our clients understand the importance of currency in their global financial planning. Generally, it is best to match income and expenses in the same currency to reduce currency exchange risk.  We provide solutions to align your currency exposure to best suit your situation and to help reduce this often overlooked risk.

Model Portfolios

Touchstone Advisory have model portfolios that are low cost but highly efficient, to ensure you reach the growth needed to keep your goals in line for retirement. Our aim is to reduce risk without reducing returns.  We tailor our portfolios to our client’s goals, risk tolerance, and social considerations.

Education Planning

Do you have young children or are expecting a child? Have you thought about the cost of a college education? Our dedicated team helps families sleep better at night knowing that they have a plan in place to make paying for college a lot less stressful.

Contact us for more information on our Wealth Management & Investment Advisory Services.