A complete list of active advisors currently associated with Torrey-Payne Wealth Management

Warmer can help you find a great advisor at Torrey-Payne Wealth Management or one who fits your needs even better.

Torrey-Payne Wealth Management provides investment management, financial planning, retirement-plan advisory, and related consulting to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and coordinates estate-planning work through outside professionals when requested. Portfolios are tailored to clients’ goals and risk tolerances and typically use a mix of ETFs, mutual funds and, when appropriate, individual securities, with an emphasis on asset allocation, rebalancing, and analyses that include fundamental, modern portfolio theory and cyclical approaches. The firm operates as a fiduciary, conducts periodic account reviews (at least annually), and may engage third-party managers to implement specific investment objectives. Noteworthy operational features include a relatively large client base for a two-advisor firm — the brochure reports 237 clients and $184.8 million in discretionary AUM — producing a higher client-to-advisor ratio than many peers. The adviser, established in 2025, also discloses a principal’s broker-dealer registration with documented mitigation of related conflicts and uses third-party estate-planning coordination (Helios Integrated Planning), which are distinctive elements compared with similar supported firms.

To learn more about the advisors currently working at Torrey-Payne Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.