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About
Grace Touchette most recently served as an Associate at TFO Wealth Partners in Maumee, Ohio, where she supported high-net-worth clients with comprehensive wealth management strategies and personalized financial planning. Her role centered on multi-asset portfolio construction and holistic financial advising, with a focus on integrating investment selection, estate planning, and retirement solutions for families and business owners. She demonstrated particular expertise in asset allocation across U.S. equities, fixed income, and alternative investments.
Prior to her tenure at TFO Wealth Partners, Grace worked as a Financial Planner at Innovia Wealth, further strengthening her experience in tailored financial solutions for individual and institutional clients. She has a strong foundation in economic analysis and portfolio management, enabling her to address a wide spectrum of client needs and complex financial scenarios.
Grace earned her bachelor's degree in Economics from Hillsdale College. Her academic background, paired with her professional experience across wealth management firms, underpins her strategic approach to investment analysis, risk management, and client education. She is recognized for her analytical skills and dedication to cultivating lasting client relationships in the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Innovia Wealth | Financial Planner | Aug 2025 to Present | — |
| TFO Wealth Partners | Associate | May 2023 to Aug 2025 | — |
Education
Hillsdale College
Bachelor's degree, Economics
2018 — 2023
Hillsdale College
2018 — 2023
Others at Tfo-tdc, LLC (2)
| Name | Role | Location |
|---|---|---|
M Matthew Sheridan | Chief Investment Officer | Philadelphia, PA , United States |
| Partner | Toledo, OH , United States |
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