Keyana Touchette, CFP®

Keyana joined Wiss Private Client Advisors in January 2020, bringing cross-functional experience across the Tax, Litigation, Assurance, and Wealth Management departments. That breadth of exposure shaped a strong foundation in client service, firm operations, and collaboration across practice areas.

Today, she supports advisors working with ultra-high-net-worth clients on complex trust and estate matters, money movement coordination, and day-to-day client service needs. She also contributes to compliance initiatives and team development efforts, helping improve processes and strengthen collaboration across teams.

Wiss Private Client Advisors, LLC doing business as Wiss Family Office is a Registered Investment Advisor with the US Securities Exchange Commission. The firm only transacts business in states where it is properly notice-filed or is excluded or exempted from registration requirements. Wiss Family Office is primarily owned by Wiss & Co, LLP, a certified public accounting firm.