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A MESSAGE FROM JOE
 
Clients and Friends, 
 
I hope this email finds you healthy and safe. I would like to take a moment to update you on our operations at Trovato Wealth Management. Effective immediately, we will be shifting operations from our office to working remotely to protect our colleagues and families. As of now, this will not impact our hours or services. [read more]
 
Communication and an understanding of your portfolio are important and we realize that each client is unique and not a "one size fits all.”  If you have ANY concerns regarding your current investment strategies, we strongly encourage you to contact Shane or myself. These are concerning times and we will continue to closely track developments regarding COVID-19 and the market, with future mutual decisions being made with you as our top priority.
 
No one likes uncertainty, especially as it relates to our health and the health of our loved ones. I encourage you to take this time to reflect on what truly is important and to take care of yourself and your family. 
 
We will be updating our website regularly during the COVID-19 crisis. Again, please reach out to us if there is ANYTHING we can do to help.  
 
Take care,
Joe
 
 

WELCOME

I am Joe Trovato, President and Owner. We are an independent financial planning and wealth management firm based in Bakersfield, California.  For more than 20 years we have been serving as a trusted advisor for successful individuals, families and businesses, primarily right here in the Kern County area. 

Simply put, our job is to protect your lifestyle after you stop working. Over the years we have refined our approach to a very effective four step process: Engage, Plan, Implement & Review.  To learn more about our proprietary process, please visit our Process page.

World-class savviness with a local, comfortable style. That is what you can expect from Trovato Wealth Management.

We encourage you to watch our short videos below, which will give you a better understanding of us and what benefits we can bring to you. 


WELCOME TO THE TROVATO DIFFERENCE

Why Choose Us?

Experience matters. Understanding your specific goals and objectives matter. Understanding what it costs for "you to be you" matters. As you will see in the below videos, our experience has taught us that it is all about you, not your assets.

Welcome to the Unique Experience of Trovato Wealth Management
 

 

 

 

 

 

 

 

 
 
Why Experience and Perspective Make a Difference
 

 

 

 

 

 

 

 

 

 


 

TWO NEW APPS TO BENEFIT YOU!

Keeping in touch with us and your accounts is just a few clicks away. 

 

 
 

 

 

 

 

 

 

 

Our two new mobile apps add a terrific new piece of technology to our most valuable client relationships. It is part of our ongoing goal to implement high-tech, forward-thinking approaches, which provide more value-added, easy solutions for you.

Access your accounts in a secure environment from your mobile phone or tablet. Want to access your accounts on the go? No problem! Contact Shane Bryan, 661.427.4470, to assist you with implementing our e-money app on your smartphone, tablet and/or computer.

Keeping in touch with us along with news, videos and upcoming events is just a few clicks away.

1.  Enter http://joetrovato.cardtapp.com on your mobile device or computer.

2.  Enter your name and mobile number and click"Send App"

3.  You will receive a text message. Simply click on the link and follow the few prompts.

Congratulations! You are now connected to the Trovato Wealth Management Business Card mobile app! 


COMMUNITY CORNER
Trovato Wealth Management is proud to support...

 

Morning Star Food Ministry is much more than just another food outreach. Their program is about feeding the body AND the soul because food is temporary...but salvation is eternal. That's why their monthly food distributions also include tools that help teach parents and their children the principles of love and hope found in Jesus.

The mission at Morning Star Fresh Food Ministry is to feed families through the love and hope found in Jesus by fighting hunger and feeding souls. Fresh food opens their door. Love and hope opens their hearts. 

Visit their website* for more information.

 

Under His Umbrella is a ministry dedicated to assisting leaders in the local church and their communities as they strive to transform the lives of impoverished children and families through the hope of the gospel of Jesus Christ.  


Visit their website* for more information.

*FINRA.org does not endorse this site, its sponsors, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site.

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck