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Isaiah 43:18-19 “Forget the former things; do not dwell on the past. See, I am doing a new thing! Now it springs up; do you
January 22, 2025
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Isaiah 43:18-19 “Forget the former things; do not dwell on the past. See, I am doing a new thing! Now it springs up; do you
Hello Trove Private Wealth Family, As the year unfolds, we’re thrilled to share exciting updates from our team! Growth and excellence remain at the heart
In our humble opinion, giving is the only true living! We were created to give of ourselves and to invest in the lives of others.
“I will feed them with good pasture, and on the mountain heights of Israel shall be their grazing land. There they shall lie down in
Jennifer Pescatore Client Service Manager Jen Pescatore has worked with Bob MacArthur in his practice for over 18 years, handling all aspects of client service
Cindy L’Europa Client Service Manager Cindy is an integral part of our Client Service Team, which manages all aspects of customer service related to plans,
Cheryl Ware Executive Administrator Cheryl serves on the Executive Administration Team supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production,
Sarah Procaccini Executive Administrator Sarah serves on the Executive Administration Team, supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production,
Glenna Mann Director of Client Service In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts
Matt Edwards Wealth Management Associate Matt is a Wealth Management Associate who assists our advisors in planning for a large segment of our clients. He
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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.
