What Is a Family Office?
David Wagner breaks down when a family office makes sense and the planning decisions that matter most to families with significant wealth.
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When you plan for retirement, grow a business or prepare the next generation:the guidance you receive really does matter.
Our Mission
Premier service and personal relationships. We help each family make clear, coordinated decisions about investments, taxes, retirement and legacy, with direct access to the advisors who know them best.
The Tidecrest Difference
Six Reasons FamiliesChoose Tidecrest
01
Fee-Only, With No Commissions
We are paid only by our clients. We do not sell products or accept commissions in any form, so our advice has one purpose: your plan.
02
Planning for Every Stage of Life
Whether you are building wealth, preparing for retirement or planning for the next generation, your plan adapts as your life and goals change.
03
Tax and Investment Expertise Together
CPA and CFA® credentials on the same team, so your portfolio decisions and your tax picture are planned side by side.
04
Direct Access to Your Advisors
You speak with the advisors who build and manage your plan, and you know who to call when something changes.
05
Big-Firm Experience, Boutique Attention
Our founders spent a combined 26 years at Morgan Stanley and Merrill Lynch before building an independent firm in Newport Beach.
06
Investment Strategies Built Around You
From diversified portfolios to separately managed accounts and direct indexing, we draw on a wide range of approaches and use the ones that fit your plan.
26Years of Combined Experience at Leading National Firms1
CFA® · CPA · CFP® · MBAProfessional Credentials Across Our Team
Dedicated AdvisorsDirect Access to the Advisors Managing Your Plan
Our Credentials
CFA®Investments
CFP®Planning
CPATaxes
MBABusiness
In Their Words
Client Experiences
★★★★★
What sets them apart is the trust they build; they are highly sophisticated and professional, yet always accessible.
Testimonials provided by current investment advisory clients of Tidecrest Wealth Management, LLC. No clients were compensated for providing their testimonials. Reviews reflect the personal opinions and experiences of individual clients and may not be representative of the experience of other clients.
Who We Serve
Guidance Tailored to Your Situation
Every client’s starting point is different. Find the planning approach built for yours.
Guided by Experience
Defined by Relationships
Wealth is more than a number on a statement. It is the home you have built, the business you have grown and the people you want to take care of. Whether you are building, preparing for retirement or planning for the next generation, our role stays the same: to guide you with clarity, care and experience at every step.
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David Wagner, CFA®, CPA, CFP®
Co-Founder, CEO & Chief Investment Officer
David brings nearly two decades of wealth management experience, including 10 years at Morgan Stanley and 8 years at Merrill Lynch. He specializes in portfolio management, financial planning, investment selection and retirement planning.
Read Full Bio02 / 04
Troy Brown, CFP®, CPFA®
Co-Founder, COO & Director of Financial Planning
Troy builds comprehensive financial plans for clients and oversees the firm’s day-to-day operations. After 8 years as a financial advisor at Merrill Lynch, he specializes in serving affluent families with complex financial circumstances.
Read Full Bio03 / 04
Trent Kolden, CFP®
Senior Wealth Management Associate
Trent is dedicated to delivering high-quality service and helping clients work toward their financial goals. Before joining Tidecrest, he spent five years at Capital Group as a Senior Client Service Associate.
Read Full Bio04 / 04
Mary Tonaszuck, MBA
Client Service Associate
Mary provides thoughtful, responsive service and supports clients through every step of their financial journey. She previously worked at Bank of Hawaii in regulatory reporting and treasury management.
Read Full BioMeet YourAdvisory Team
The People Behind Your Plan
Work directly with the advisors who build and manage your plan, and the associates who support you along the way. From your first conversation onward, you’ll always know who to call, and you’ll always reach someone who knows you.
How We Help
A Coordinated Approachto Your Wealth
We look at your investments, taxes, retirement and estate plans together, so each decision supports the others.
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Start the Conversation
Meet with us in person at our Newport Beach office, by phone, or by video.
1 Based on David Wagner’s 10 years at Morgan Stanley and 8 years at Merrill Lynch, and Troy Brown’s 8 years at Merrill Lynch.