Sophisticated advice and streamlined solutions to meet your vision of success
At Troy Private Wealth Partners, we proudly guide business owners, innovators, and families towards financial success. By adapting our approach to suit your unique needs, we are able to provide sophisticated advice and streamlined solutions to protect and grow your wealth, making sure to prioritize your financial goals – and your well-being – every step of the way.
Dedicated to excellence and devoted to your ongoing success
When you merge an award-winning team with industry-leading specialists, you get a team of seasoned financial professionals dedicated to excellence and devoted to your ongoing success. Every one of our experts strives to provide the highest level of service while utilizing the tools and resources at our disposal to guide you confidently in the direction of your goals.
Andrew Troy
Tahmeed Omar
Dishti Kumar
Sarah Ngo
Amy Huang
Our approach
A clear and comprehensive approach to cultivating your wealth
By keeping a keen eye on evolving market trends, emerging opportunities, and critical issues, we develop a clear and comprehensive approach to cultivating your wealth, customizing our strategies and curating our services to reflect your specific needs and appetite for risk.
Simplification
After a meticulous review of your wealth, our team will unravel the complexities of your financial life, delivering strategies and solutions that will streamline your path forward.
Research
Our in-house investment committee combines rigorous research and innovative technology to analyze investment opportunities and select the ones best suited for your short- and long-term goals.
Diversification
We complement your core portfolio with a diverse selection of investment opportunities – including fixed income and private market alternatives – to maximize returns and minimize risk.
Communication
We are highly transparent and selective about what you own and why you own it – cultivating the growth of your wealth and our relationship through consistent communication and expert advice.
Our services
Strategic wealth solutions for every facet of your financial life
In addition to portfolio management, our team provides comprehensive wealth management services to ensure that every aspect of your financial life – personal, professional, or otherwise – are thoughtfully addressed and strategically managed.
Retirement income planning
Seeking a sustainable and predictable income for your retirement years? Let us help.
Tax-smart strategies
Integrate tax-smart strategies in your financial plan to get the most out of your wealth.
Estate and legacy planning
Define your legacy, protect your wealth, and distribute your assets according to your wishes.
Business owner planning
You built your business – now let our experts help you protect and grow it for generations to come.
Insurance advisory
Be prepared for the twists and turns of life with insurance options tailored to you.
Access to experts
In need of tax, banking, or legal services? Connect with one of our industry-leading specialists today.
Charitable giving
Align your intentions with your wealth goals and create an impact for causes close to your heart.
Credit and lending solutions
Find the right banking and borrowing solutions to help finance your goals.
The Current
2026 TPWP Outlook: Navigating the Path of Disciplined Optimism Does three back-to-back-to-back years rule out a strong 2026?
