Troy Davidson

Wealth Advisor

Troy is a highly experienced Wealth Advisor with a distinguished track record of providing tailored financial solutions to affluent individuals, families, business owners, and foundations. With over 19 years of experience at top financial institutions such as Merrill Lynch, Fidelity, and Charles Schwab, Troy delivers personalized solutions that align with a client’s unique goals and aspirations.

Troy specializes in helping High Net Worth and Ultra High Net Worth clients preserve and grow their wealth across generations leveraging his understanding of complex wealth structures, estate planning, tax optimization, and bespoke investment strategies. He offers a holistic approach to wealth management, integrating complex estate planning strategies, alternative investments, philanthropic planning, tax minimization, and risk mitigation. Troy serves as a fiduciary and trusted partner in navigating the evolving financial landscape, whether structuring family offices, facilitating legacy planning, or optimizing investment portfolios.

Troy has an MBA from San Diego State University, a Certified Wealth Strategist (CWS®), and a Certified Private Wealth Advisor (CPWA®) and resides in Orange County, California with his wife and children. He is a sports fanatic and loves surfing, snowboarding, traveling, and good times with family and friends.