Troy Brown

Director of Financial Planning

At Tidecrest Wealth Management, our mission is to build trust, share our expertise, and deliver valuable guidance — helping clients navigate financial complexity and secure a lasting legacy.

Founded by David Wagner, CFA®, CPA, CFP®, Tidecrest is a boutique wealth management firm based in Newport Beach, California. We serve affluent individuals, executives, nonprofit organizations, and pre-retirees who demand sophisticated, personalized financial strategies.

Our team holds exceptional technical credentials — including CFA®, CFP®, CPA®, and MBA designations — enabling us to provide expert advice across wealth management, portfolio management, financial planning, estate planning, tax strategy, insurance, and qualified retirement plan management.

We are driven by core values of integrity, excellence, competence, accountability, professionalism, and responsibility. Every recommendation we make is centered on what is genuinely best for you.

Anchored in Strategy. Navigating Complexity. Charting Your Legacy.