Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
David Tracy, CFP®
Senior Wealth Advisor
David is a Senior Wealth Advisor at The Colony Group. He brings nearly 20 years of experience assisting clients to increase their financial security by carefully understanding their needs, goals, values, and visions. Through a synergistic relationship with his clients, David strives to implement innovative strategies that target a path to the future they seek.
His broad background within the financial industry enables him to develop sound financial planning, retirement planning, and asset protection planning for those in retirement or about to retire. He focuses on creating a long-term strategic financial plan that will aid in addressing his clients’ individual needs such as creating and growing wealth, sustaining a desirable income during retirement, and transferring their wealth to heirs.
David served as Chief Operating Officer and Wealth Advisor at Legacy Wealth Partners prior to their merger with The Colony Group in 2021. Previously, he was enlisted in the United States Navy as a Damage Controlman shipboard firefighter in Norfolk, Virginia. In the Navy, David was able to travel and see the world while serving his country proudly.
David earned his Bachelor of Science degree in Finance from California State University, Los Angeles. His professional accomplishments include holding a CERTIFIED FINANCIAL PLANNER™ practitioner certification and obtaining his Certificate in Financial Planning from the University of California, Los Angeles.
David currently resides in Camarillo, CA with his wonderful wife, Jodi, and their two sons, Tristan and Jameson. He enjoys camping, riding dirt bikes with his sons, working on projects around the house, and spending time with his family.