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 100 employees and advisors licensed in all 50 states, we bring broad and deep professional experience and expertise.

We prioritize building relationships with our clients — advising them as we would our own family. Making a positive impact in their lives by guiding them toward financial security and prosperity is what gets us up in the morning.

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MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Finance

Insurance

Investment Management

Touchstone Wealth

Touchstone Wealth's headquarters in Scottsdale, United States

Josh Miceli

Michael Friedman

Chinh Nguyen

This department provides personalized financial advice and planning to help clients achieve their financial goals.

Financial Services

The Financial Services Team at Touchstone Wealth provides personalized financial planning and advisory services to clients. Comprising experienced Financial Services Professionals and a Registered Representative, the team assists individuals, families, and businesses in achieving their financial goals by offering tailored solutions in investments, retirement planning, estate planning, and more. The team's primary focus is to build long-lasting relationships with clients, offering expert guidance to ensure their financial security and prosperity.

Financial Services Team

The Financial Planning and Investment team at Touchstone Wealth develops personalized financial plans and investment strategies for clients. They evaluate individual goals, assess risk tolerance, and provide professional guidance on asset allocation, portfolio management, and financial goal setting to ensure clients achieve long-term financial stability and growth.

Financial Planning and Investment

This department provides personalized financial planning and investment strategies to help clients grow and manage their wealth.

Wealth Management

This department oversees the processes of integrating new systems and managing talent acquisition.

Integration and Recruiting

The Leadership Team at Touchstone Wealth, comprising the Chief Executive Officer, Sr. Vice President, and Vice President, is responsible for setting the strategic direction of the company. They drive business growth, oversee operational excellence, and cultivate a client-centric culture to ensure financial security and prosperity for clients. This team also fosters strong relationships within the organization and the broader financial community to maintain the firm's high standards of service and integrity.

Touchstone Wealth

Org chart

Teams

Financial Services

Financial Services Team

Financial Planning and Investment

Wealth Management

Integration and Recruiting

Leadership Team

Offices

Touchstone Wealth

Org chart

Teams

Financial Services

Financial Services Team

Financial Planning and Investment

Wealth Management

Integration and Recruiting

Leadership Team

Offices

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