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Access independent and confidential resources to address your clients’ financial planning needs.
Providing insight during the execution of legal documents that impact a client’s plan.
Gaining insight from tax advisors on areas impacting a client's planning issues.
Helping organizations increase donor confidence, trust, and giving.
When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance on coordinating our efforts with legal advisors to provide insight during the execution of legal documents that impact the client’s plan. At the same time, we proactively involve legal advisors in our process of developing and implementing planning strategies for clients in areas such as:
If you are interested in learning more about our Professional Partnership program for Attorneys and Law Firms, reach out today!
Many of our planning strategies include tax-sensitive issues. As a result, we place high importance on coordinating our efforts with tax advisors to provide insight into areas impacting a client’s retirement, financial, business and estate planning issues.
Through our years of partnering with CPAs, we understand the importance of objectivity, confidentiality, transparency and competency for the engagement in our working relationship. As a result, we are regularly called upon by accountants to provide resources and technical support. At the same time, our practice is to proactively involve tax advisors in our process of developing and implementing planning strategies for clients in areas such as:
Since 2005, Trove Private Wealth™ has shared our specialized LifePrint™ expertise with non-profit and charitable organizations throughout our region. We have helped organizations increase donor confidence and trust, while assisting individuals with an affinity for the organization to discover and “activate” their full capacity for philanthropic giving. As a result of these engagements, organizations have realized more substantial and recurring gifts that support their sustainability and endowment.
Trove Private Wealth™ is privileged to engage with a number of outstanding non-profit service providers in our region and around the world. We invite you to learn more about the life-changing work they perform with compassion and excellence. Current partnerships include (but are not limited to):
Co-authored by Ron Ware, CEO of Trove Private Wealth™, You Can Do More That Matters focuses on charitable giving as an attainable and integral component of wealth management.
Ron and his co-author, Greg Hammond, are wealth and legacy advisors who deeply believe in “living more and giving more.” For over 20 years, each of them has helped individuals, families, and business owners enhance their financial standing while discovering a greater capacity to provide for their loved ones and support cherished charities.
The information, advice, and illustrations found in You Can Do More That Matters are drawn from their extensive wealth management experience. The result is a unique guide that educates and inspires readers about how to create a practical and meaningful life and legacy plan that includes making a powerful impact on the charitable organizations and causes they care about most.
Nonprofit organizations and financial advisors face distinct challenges in today’s economic environment. When wealth planning is only about money, death, and taxes, it lacks the motivators necessary to move people to action.
In You Can Do More That Matters, nonprofits and advisors have found a transformational tool that helps them connect with and tangibly benefit their donors and clients. Sample uses include:
You Can Do More That Matters is available through Amazon.com. The book can be purchased in bulk quantities at a special discount for nonprofit leaders and advisors who want to make it available as a resource to donors and clients. A logo and customized forward or book band also can be added.
For information on customizing and discounted bulk orders please contact:
Sarah Procaccini
Sarah@TrovePW.com
Phone: 781-489-9800
Trove’s specialized tools and plan design expertise help build a comprehensive LifePrint™ plan that protects your interests, aspirations, and legacy. Start protecting your business today!
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.
