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Our Inspiration

Located in Old Wethersfield, our office is situated in the colonial haven of shipping and trade, Wethersfield Cove. Our priority when developing Troy Wealth Management was to ensure we embodied the rich history of our area in both our brand and how we operate. Pineapples have a deep-rooted meaning in the culture of the colonial shipping trade and symbolize prosperity, hospitality, and a safe return of a captain.

Just as the pineapple in our logo represents, we emphasize hospitality in our work with clients. We bring warmth and welcome our clients as we join you in navigating your financial journey.

Our Story

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As a financial advisor within LPL Financial’s employee advisor channel, I have access to a wide range of resources and tools that enable me to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.

This alignment of interests fosters a relationship built on relationships and transparency, enabling me to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help me stay updated on industry best practices, regulatory changes, and financial planning techniques.

Our Partnership

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Our Values

Our Values

Our team knows the importance of personal connection and we believe in connecting with our clients on a personal level through common values. We identify with family-focused, goal-oriented individuals. We value our clients input and partnership as we provide ideas, alternatives, suggestions, and guidance. Collaboration is a key part of our experience as we navigate the waters of their financial journey.

About Us
Our History

Our History

History is important to communities, and as we emphasize the history of Wethersfield, Troy Wealth Management has history of our own. 

Our background includes 20 years of experience leading people in various capacities and assisting our clients in major milestones such as retirement. We also have brought our experience to create respectful and caring team environments.

Our Team
Our Approach

Our Approach

We build our relationships with clients on a foundation focused on trust. In addition to truly getting to know our clients by listening, we bring our experience to developing their financial plan. We believe in providing personalized financial planning tailored to each client's situation. Our goal is to not only guide our clients on their financial journey, but to empower our clients to make informed decisions about their financial futures.

Contact Us

Financial Advisory Services

Troy Wealth Management is a financial advisory practice founded by David A. Troy, AAMS®, CRPS®, CRPC®, and located in Wethersfield, CT.

In addition to helping our clients develop their financial plan, we specialize in:

  • Planning for Retirement
  • Allocating Assets
  • Harvesting Year-End Tax Losses
  • Incorporating Green Investments
Meet David A. Troy, AAMS<sup>&#174;</sup>, CRPS<sup>&#174;</sup>, CRPC<sup>&#174;</sup>

Meet David A. Troy, AAMS®, CRPS®, CRPC®

Our business is built on a foundation of thoughtful client relationships. David's clients are the focus of his business and he is devoted to providing his experience and positioning them where they feel empowered. He founded Troy Wealth Management in 2024 when he saw an opportunity to better serve his clients and their families. He values truly getting to know families and building relationships that span multiple generations.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.