Trove Private Wealth works with successful individuals and families to help them discover and do more of what they care about most. 

Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans, designed to help our much-loved clients better grow and protect the value of their money, so they can better grow and protect the impact of their life. 

As our clients gain clarity and confidence about what’s possible – without adversely impacting their financial independence or family legacy objectives – they find greater freedom and are empowered to live more generously and to give more generously.

Investment Management

Personal Finance

Trove Private Wealth

Ron Ware, JD, CFP®

Tim Borchers

Sarah Procaccini

Marc Cusano

Cheryl Ware

Chris Bottaro

Michael Mcclary

Josh Procaccini, CFP®

The Wealth Management and Financial Planning team at Trove Private Wealth is dedicated to crafting personalized financial strategies that align with clients’ values and life goals. Utilizing the LifePrint™ Planning process, the team develops comprehensive wealth plans to enhance clients' financial independence and legacy, empowering them to make informed decisions. By combining expertise in wealth management, financial planning, and executive benefits, the team provides tailored guidance that fosters greater confidence and generosity in clients' financial journeys.

Wealth Management and Financial Planning

Legal and Administrative Support

Insurance and Client Services

Leadership Team

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Wealth Management and Financial Planning

About

Team members

Other teams at Trove Private Wealth

Legal and Administrative Support

Insurance and Client Services

Leadership Team

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Wealth Management and Financial Planning

About

Team members

Other teams at Trove Private Wealth

Legal and Administrative Support

Insurance and Client Services

Leadership Team

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