Touchstone Bankshares, Inc. Announces Strategic Partnership with Appomattox Wealth Management
April 11, 2023 at 09:37 pm
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Touchstone Bankshares, Inc. and Touchstone Bank announced it has partnered with Appomattox Wealth Management 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.
Touchstone Bank (the Bank) is a local community bank. The Bank provides depository and lending services to customers primarily within the counties of Dinwiddie, Chesterfield and Prince George and the cities of Colonial Heights, Hopewell, and Petersburg. The Bank offers a range of services, including personal, business, loans, services and tools, and wealth management. The Bank's personal and business services include checking account, savings account, loans, and credit card services. The Bank's services and tools include account services, treasury services and various tools. The Bank provides investment, and insurance products and services through its subsidiary, Infinex Investments, Inc. The Bank also provides networking solutions to Virginia community banks through its subsidiary, McKenney Group, LLC. The Bank has approximately 10 branches serving Southern and Central Virginia and two branches and a loan center serving Northern North Carolina.