Troutman Wealth

Troutman Wealth Management provides discretionary and non‑discretionary wealth management and investment consulting to individuals and high‑net‑worth clients, their trusts, estates and retirement accounts, and also to corporations and pension or profit‑sharing plans. Services include ongoing portfolio supervision built around diversified mutual fund and ETF models, account reviews, and financial planning tools such as budgetary analysis, risk tolerance assessment, and cash‑flow planning.

The firm’s investment approach combines fundamental analysis with technical analysis and charting to select securities, and typically implements diversified model portfolios of mutual funds and ETFs guided by client objectives and tax considerations. Most clients are served on a discretionary basis, though Troutman Wealth will accommodate non‑discretionary relationships and relies on model output supplemented by advisor judgment when making allocation and trading decisions.

Distinctive features include a third‑party arrangement with DPL Financial Partners that gives clients access to a commission‑free insurance product platform (the platform is paid for by the adviser and DPL receives service fees from insurers), and the firm’s practice of managing separate accounts for insurance products while charging management fees rather than earning commissions. Troutman is a single‑advisor firm with roughly $152.5 million in discretionary assets under management, accepts Standing Letters of Authorization for transfers while limiting custody to fee deductions, and does not offer wrap fee or performance‑based fee programs.