Expertise, service, value and peace of mind. These are the words that come to mind when we think of our relationship with Trove Private Wealth®. Over the course of the past decade Trove has ably and skillfully helped us with estate planning, trust design, and asset management. We have come to value highly the relationship, counsel, attention to detail and follow through we have received from Trove over the years. Trove’s annual plan refinement process has been invaluable to us as we evaluate, revise and implement new goals and strategies year to year. We both appreciate and admire the highly specialized work Trove has undertaken to help their clients establish a legacy of giving while making the best use of the assets with which they have been entrusted.

Trove Private Wealth® has been a key strategic partner in formulating my personal financial plan and asset management. One aspect that I have been extremely pleased with is their estate tax planning services. They evaluated a number of options and we ultimately decided on transferring my company ownership into a Grantor Retained Annuity Trust. When the company was sold 3 years later, this paid huge dividends. Their ability to coordinate all parties (CPA’s, attorneys, etc) was a difference maker.

We first began working with Ron Ware and his team shortly before I retired, and their advice and counsel left us well-prepared for that change. Their planning process covered everything from our lifestyle and risk tolerance to estate, tax, and insurance planning. More importantly, Ron and his team helped us define our goals for charitable giving and the legacy we’ll leave behind for our children. In the years since, that engagement has continued to provide tangible benefits as our situation has evolved. The professionals at Trove always promptly respond to questions and requests, and the annual updates ensure that we stay on track with our financial plan. I am 100% confident that we are much better positioned as a direct result of our relationship with Trove Private Wealth®.

I have had the privilege of being a client of Ron Ware and Josh Procacinni for over 25 years. From the beginning of my medical practice, through funding of my children's education, and now with attention towards retirement, these trusted counselors have been instrumental in my family's financial plans. I especially appreciate their attention to discovering our family's values and philosophies regarding money and personal wealth. Their approach has always been values and mission-oriented. They help our family create a financial legacy that will be used for the good of others. This firm is very caring, devoted to their clients, and highly skilled. It is a privilege to recommend Trove Private Wealth® for individuals and families looking for sound financial planning and legacy development.