DAG Wealth

Tish Troutman

Investment Advisor

Tish Troutman is an Investment Advisor with DAG Wealth. Educated at Oklahoma State University and Friends University, she holds FINRA Series 7, 63, and 65 registrations. She came to investment advising from an extensive background in human resources, sales, consulting, and business management, where she saw the profound impact of financial decisions, and she is driven by a deep desire to make a meaningful difference in people's lives. Before joining DAG Wealth she was a financial advisor at a century-old firm delivering holistic investment, retirement, estate, tax, and risk-management planning, and earlier spent more than a decade as a business consultant leading client portfolios across healthcare, technology, and pharmaceuticals, where she was recognized with eWomen Network's "Women to Watch" award. She takes her fiduciary role seriously and aims to deliver forward-thinking, fully personalized plans that close the gaps she often sees in clients' overall strategies. Shaped early by faith, family, and hard work, she approaches every client relationship with gratitude and intention. Outside of work she treasures time with her family on the boat, travel, music, and sports, and is an avid college football fan. She lives in Dallas, Texas.

Compliance

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law. The information on this page is for general educational purposes and is not legal or tax advice.