Appomattox Wealth Management offers a holistic approach to financial planning to help their clients pursue financial goals. Services include Retirement Planning, Legacy & Estate Planning, Cash Flow Analysis, and Charitable Planning
Touchstone Bankshares partners with Appomattox Wealth Management. (Credit: Towfiqu barbhuiya on Unsplash)
Touchstone Bankshares, Inc. (the “Company”) (OTC Pink: TSBA), and its wholly-owned subsidiary Touchstone Bank, announced today it has partnered with Appomattox Wealth Management (“Appomattox”)* to provide access to brokerage business including financial advisory services for its existing clients.
Appomattox, which leverages LPL Financial LLC’s wealth management platform to support its advisory and brokerage practice, offers a comprehensive approach to financial planning that helps families and business clients pursue their financial and personal goals. Through this new partnership, existing brokerage assets are anticipated to be transferred to the LPL Financial platform.
“For over 100 years, Touchstone Bank has remained dedicated to driving success for our clients, shareholders and the community,” said James Black, President, and CEO. “With Appomattox as our new partner, our clients will have access to a larger and experienced group of advisors, which will deliver great value to our clients. Our purpose has always been to provide access to comprehensive financial solutions for our clients that will stand the test of time, and this partnership does exactly that.”
President and LPL Advisor R.F. Burke Steele III founded Virginia-based Appomattox in 1995 after spending 10 years in the banking industry. Burke has been advising clients in the southern Virginia community for over 27 years. Today, Appomattox provides a wide array of financial services for businesses and individuals, including financial planning, investment management, retirement income planning, estate planning, and insurance. Appomattox is headquartered in Chester, Virginia with an additional location in Dinwiddie, Virginia.
“We are very excited to partner with a community-focused bank to serve the people and businesses of Virginia — and now also North Carolina — better,” said Steele. “Touchstone and Appomattox are both in the relationship business, which is to the communities we serve. Through this partnership, we are furthering our commitment to our client’s financial well-being.
Source: Company Press Release