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Our Numbers
100%
Independent
Unfiltered advice that honors the trust you place in us
25+
Years of Experience
Time-tested experience that strengthens the work we deliver
1
Family Mission
Enduring unity that defines how we serve you
Our Story
Over a decade ago, our family opened an office with one goal: to walk alongside clients through the story of their financial future. In time, those we’ve served have become more than clients; they’ve become part of the family.
From the start, every member of our family played a role—even our kids, who grew up helping around the office and greeting clients. That shared effort shaped a culture that’s simple and sincere: you’re never just a number. You’re someone we know, remember, and genuinely enjoy serving.
As a small, independent firm, we put people first-unhurried conversations, intentional planning, and guidance shaped by your story. And while our roots are personal, our capabilities are extensive, supported by industry-leading technology and research.
Our Approach
Portfolio
Design
At Trovato Wealth Management, portfolio design isn't a formula, it's a craft. We take time to understand your story, your financial rhythm, and your long-term goals to create an investment strategy built around them.
Adaptive
Management
As our relationship grows, our team is here to adjust your plan as life unfolds, accounting for both the expected and the unexpected. With planning that moves with you, your path continues to support your needs, wants, and wishes.
Real-Time
Information
Stay connected to your portfolio with real-time access and clarity at your fingertips-supported by a team that works alongside you. Manage your accounts anytime, anywhere with the Trovato Wealth Management mobile app.
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