Who We Serve

At Torrey Growth & Income Advisors, we provide comprehensive, fee-only wealth management and fiduciary financial planning for high-net-worth individuals, families, and business owners nationwide. We pride ourselves on our disciplined investment approach, tax-efficient strategies, and dedication to aligning wealth with life goals and personal values

  • High-net-worth family walking on the beach, symbolizing personalized financial planning and fiduciary wealth management.

    High-Net-Worth Individuals and Families

  • Executives in a boardroom meeting, representing business owners and corporate leaders seeking fiduciary financial advice.

    Business Owners and Executives

  • Executives in a boardroom meeting, representing business owners and corporate leaders seeking fiduciary financial advice.

    Multigenerational Wealth and Legacy Planning

  • Hiker looking at mountain landscape, symbolizing sustainable investing, impact portfolios, and values-aligned financial strategies.

    Sustainable and Impact Investors

High-net-worth family walking on the beach, symbolizing personalized financial planning and fiduciary wealth management.

High-Net-Worth Individuals & Families

We partner with clients, including those who have built significant wealth and want personalized portfolio management and holistic financial planning. Our services include:

  • Integrated tax, retirement, and estate planning

  • Custom investment strategies aligned with your risk profile and goals

  • Ongoing monitoring, rebalancing, and proactive market guidance

Business Owners & Executives

Entrepreneurs, executives, and partners face unique wealth complexities. We help you:

  • Manage concentrated stock positions and equity compensation

  • Plan for business succession and liquidity events

  • Integrate your personal and business financial strategies

Executives in a boardroom meeting, representing business owners and corporate leaders seeking fiduciary financial advice.

Multigenerational Wealth & Legacy Planning

Our goal is to help families preserve wealth across generations while fostering shared purpose and values. This includes:

  • Family governance and legacy planning

  • Generational wealth transfer strategies

  • Tax-efficient charitable giving and philanthropic strategies

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Sustainable & Impact Investors

Hiker looking at mountain landscape, symbolizing sustainable investing, impact portfolios, and values-aligned financial strategies.

Images shown on this page are for illustrative purposes only and do not represent actual clients of Torrey Growth & Income Advisors. See our Disclosures for more information.

We work with clients who want their portfolios to achieve more than strong returns — they want them to advance the causes they care about. Our sustainable investing approach combines disciplined analysis with the causes you care about most, such as:

  • Thematic strategies in areas such as clean energy and climate solutions

  • ESG screens on investment positions to align with your priorities

  • Ongoing monitoring to maintain values alignment with your financial plan

Our Ideal Client Profile

While every client relationship is unique, many of our clients:

  • Have $1 million+ in investable assets
  • Value a collaborative, long-term relationship with a fiduciary advisor
  • Seek an independent, fiduciary financial advisor at a fee-only wealth management firm

Start a Conversation with Torrey Growth & Income Advisors

If you’re seeking a fiduciary wealth management partner who understands the complexities of high-net-worth financial planning, Torrey Growth & Income Advisors can help.

We invite you to schedule a confidential conversation and explore how we can potentially help you grow, preserve, and share your wealth with purpose.

Images shown on this page are for illustrative purposes only and do not represent actual clients of Torrey Growth & Income Advisors. See our Disclosures for more information.