Integrated wealth, tax, and retirement planning designed to help you make confident decisions.
At Trove, we understand the pressures executive leaders face — equity decisions, retirement questions, tax complexity, and more. Our tailored approach brings everything together in one clear plan. Watch to learn how it works.
When you’re managing compensation packages, equity awards, and a demanding schedule, it’s easy to lose sight of the bigger picture.
We help you bring everything together — coordinating your tax strategy, estate plan, retirement income, and investment strategy into one cohesive plan that aligns with your personal and professional goals.
Just a trusted process led by experienced fiduciaries who understand the unique financial lives of executives.
A personalized roadmap — for the next chapter and beyond
Financial planning can help you gain clarity and confidence around your finances with a plan tailored to your goals, compensation structure, and family needs. From investment management to retirement income strategies, you’ll have a roadmap to help you work toward long-term security and greater peace of mind.
Absolutely. We specialize in working with equity awards, deferred compensation, and concentrated stock positions. Our strategies help you reduce tax exposure, diversify risk, and ensure your compensation truly supports your lifestyle and long-term goals.
We’ll create a detailed retirement income model showing how your assets, equity compensation, and savings can generate sustainable income. This model evolves with you, so you can make informed decisions and approach retirement with confidence.
Our process is designed to be efficient and respectful of your busy schedule. After an initial planning meeting, we provide ongoing guidance and check-ins that fit your availability. Many executives find the time invested more than pays off in reduced stress and improved clarity.
Your financial details are strictly confidential. We work directly with you, and while your company may sponsor the benefit, they never have access to your personal financial data. All information is protected through secure systems and professional standards.
info@trovepw.com