David Wagner, CFA®, CPA, CFP®

Anchored in Strategy. Navigating Complexity. Charting Your Legacy.  

At Tidecrest Wealth Management, we help bridge the gap between traditional wealth management and family office services for individuals and families with complex financial lives.

As success grows, so does complexity. Many business owners, corporate executives, medical professionals, and other high achievers reach a point where multiple entities, investments, and advisors need to be coordinated under a unified, tax-aware, multi-generational strategy.

Traditional wealth management provides limited services, while family office structures are often unnecessary, expensive and inefficient.

Tidecrest Wealth Management delivers integrated oversight, strategic guidance, and coordination to create clarity and alignment across every facet of a comprehensive wealth strategy.

Who we serve:
Business owners, executives, entrepreneurs, and others with complex financial situations 

📍 Newport Beach, CA