For Advisors

Professional Partnerships

Access independent and confidential resources to address your clients’ financial planning needs.

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Attorney Partnerships

Providing insight during the execution of legal documents that impact a client’s plan.

CPA Partnerships

Gaining insight from tax advisors on areas impacting a client's planning issues.

Charities

Helping organizations increase donor confidence, trust, and giving.

Attorney Partnerships

Covering all bases

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:

  • Estate Planning
  • Trusts
  • Business Succession
  • Life Insurance and Risk Management Planning
  • Asset Protection Planning
  • Income, Estate and Gift Tax Planning
  • Qualified and Non-Qualified Retirement Plans
  • Charitable Planning

If you are interested in learning more about our Professional Partnership program for Attorneys and Law Firms, reach out today!

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CPA Partnerships

Gaining Expert Insights

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:

  • Personal and Business Income Tax Planning
  • Sale or Purchase of a Closely-Held Business
  • Business Succession Planning
  • Estate Tax Planning
    Life Insurance Tax Issues
  • Complex Insurance Structures
  • Business Valuation and Buy-Sell Agreements
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Charities

Making an impact
Helping Organizations Increase Donor Confidence, Trust and Giving

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.

Impact Partnerships

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):

  • The San Miguel School of Providence
  • Community Covenant Church
  • Christ Community Church
  • Novo Mission
  • Vital Church Ministry
  • Harmony Women’s Care
  • Adult & Teen Challenge
  • Straight Ahead Ministries
  • Cops for Kids with Cancer
  • Apponequet Regional High School Football Program
  • Pan Mass Challenge
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More That Matters

HELP YOUR DONORS AND CLIENTS DO MORE THAT MATTERS
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.
A TRANSFORMATIONAL TOOL FOR NONPROFITS & ADVISORS
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:
  • Nonprofits can use the book to inspire donors in conjunction with annual fund, capital campaign, or legacy giving appeals.
  • Advisors can use the book to prompt meaningful conversations on life and legacy with existing clients and to engage prospective clients.
  • Advisors can sponsor the book in support of a local nonprofit to demonstrate commitment to the community.
  • Trove Private Wealth® is available to facilitate or conduct private hosted events for your clients or donors.
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
Buy the book

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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!

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Trove Private Wealth®

72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com

Gratefully advising business owners and other successful families nationwide.
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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.
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