Mission Statement



It is an ancient Greek word that means, “The fundamental character or spirit of a culture; the underlying sentiment that informs the beliefs or practices of a group. In the Greek Ethos, the individual was highly valued.”

Our Ethos, or culture, also places a high value on individuals. Our goal is to develop highly value-added relationships based on mutual trust and benefit, a clear understanding of your needs, wants and goals, complete transparency and the highest level of ethics.

The following statements reflect our firm’s foundation, our reputation, and the essence of our brand.  They are our guiding light to keep us on our “True North,” which ensures we can help keep you on yours.

We are committed to:

  • Quality across all aspects of our practice
  • Maintaining a fun, flexible and nimble business structure
  • Keeping things simple, streamlined & efficient
  • A company culture of integrity, respect and doing the right thing
  • Being clearly recognized as the regional authority and information resource for wealth management
  • Consistently providing dedicated service to our clients, prospects and referral sources
  • Being visibly and actively involved in the communities we serve
  • Differentiating from our competitors
  • Being easy and comfortable to do business with
  • Being consistently client focused, resourceful & results oriented
  • Communicating clearly and frequently with all clients and prospects
  • Maintaining work/life balance (work, play, family, physical fitness & spirituality)

Literally every key decision we make in the day to day operations of our firm is held up to these Core Goals & Objectives, and we ask ourselves, “Is this action going to help us be this kind of business?’  If yes, we proceed.  If no… we don’t.

This is what you can expect when you do business with Trovato Wealth Management.  In fact, we take this so seriously that we give every new client a print out of these Core Goals and Objectives, then invite and empower them that if they ever feel any member of our team is not operating in accordance, to bring it to our attention and we will take immediate corrective action.

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