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Findley Wise and Vista Financial join to expand planning and investment services for clients Toledo, OH. — On Tuesday, September 4, 2018, Findley Wise Wealth Management and Vista Financial Group of Toledo and Sylvania, OH respectively, announced that they are joining their two UBS teams to form Touchstone Wealth Partners. The "touchstone" of the team's advice continues to be financial planning. However, with the new team formation, the scope of their services now aligns more strategically with the complexity of their clients' wealth needs—from multi-generational wealth to corporate retirement and executive stock plans. "We have created an expansive team to provide all of our clients with customized advice and solutions for addressing their needs and the priorities they have for their families and their businesses," said Craig Findley, Managing Director – WM, USA of Touchstone Wealth Partners. "Comprehensive financial planning is the process we use to help them envision, plan for, and achieve those very important goals." Touchstone Wealth Partners provides tailored, holistic wealth management to successful multigenerational families, corporate CEOs and accomplished entrepreneurs. The team has offices in Ohio, New York and Florida. To learn more about their services, visit ubs.com/touchstone. Wealth management services in the United States are provided by UBS Financial Services, Inc., a registered broker/dealer offering securities, trading, brokerage and related products and services. Important Information about our financial planning services: As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that clients carefully read the agreements and disclosures we provide about the products or services offered. For more information, please visit our website at www.ubs.com/workingwithus. In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. The nature and scope of the services are detailed in the documents and reports provided to you as part of the service. Financial planning does not alter or modify in any way a client's existing account(s) or the terms and conditions of any account agreements they may have with UBS. For more information speak with a Financial Advisor. UBS Financial Services Inc., its affiliates, and its employees do not provide tax or legal advice. Clients should speak with their independent legal or tax advisor regarding their particular circumstances. Retirement Plan Consulting Services is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the ADV Disclosure. Depending on your needs, we can help you implement your retirement strategies through both our brokerage and advisory capabilities. © UBS 2018. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member of FINRA and SIPC.
Findley Wise and Vista Financial join to expand planning and investment services for clients
Toledo, OH. — On Tuesday, September 4, 2018, Findley Wise Wealth Management and Vista Financial Group of Toledo and Sylvania, OH respectively, announced that they are joining their two UBS teams to form Touchstone Wealth Partners.
The "touchstone" of the team's advice continues to be financial planning. However, with the new team formation, the scope of their services now aligns more strategically with the complexity of their clients' wealth needs—from multi-generational wealth to corporate retirement and executive stock plans.
"We have created an expansive team to provide all of our clients with customized advice and solutions for addressing their needs and the priorities they have for their families and their businesses," said Craig Findley, Managing Director – WM, USA of Touchstone Wealth Partners. "Comprehensive financial planning is the process we use to help them envision, plan for, and achieve those very important goals."
Touchstone Wealth Partners provides tailored, holistic wealth management to successful multigenerational families, corporate CEOs and accomplished entrepreneurs. The team has offices in Ohio, New York and Florida. To learn more about their services, visit ubs.com/touchstone.
Wealth management services in the United States are provided by UBS Financial Services, Inc., a registered broker/dealer offering securities, trading, brokerage and related products and services.
Important Information about our financial planning services: As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that clients carefully read the agreements and disclosures we provide about the products or services offered. For more information, please visit our website at www.ubs.com/workingwithus. In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. The nature and scope of the services are detailed in the documents and reports provided to you as part of the service. Financial planning does not alter or modify in any way a client's existing account(s) or the terms and conditions of any account agreements they may have with UBS. For more information speak with a Financial Advisor. UBS Financial Services Inc., its affiliates, and its employees do not provide tax or legal advice. Clients should speak with their independent legal or tax advisor regarding their particular circumstances.
Retirement Plan Consulting Services is an investment advisory program. Details regarding the program including fees, services, features and suitability are provided in the ADV Disclosure.
Depending on your needs, we can help you implement your retirement strategies through both our brokerage and advisory capabilities.
© UBS 2018. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member of FINRA and SIPC.