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Our Story

Over a decade ago, Trovato Wealth Management opened its doors to serve clients' financial planning and asset management needs. As time has passed, Trovato Wealth Management has deepened its relationships with its clients to serve their financial needs and enjoy them as part of the family.

As Trovato Wealth Management continues to grow and expand, it remains on the same mission to meet clients' needs, wants, and wishes in their financial future.

Trovato Family

Access your accounts anytime, anywhere.

To download our new app click the button to the right or search “Trovato Wealth Management” in the App Store or Google Play.

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View your accounts

Download our new app which features account access, market news, journal posts, office information, and more!

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Securities offered through Valmark Securities, Inc. Member FINRASIPC Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 | 1-800-765-5201. Trovato Wealth Management is a separate entity from Valmark Securities, Inc., and Valmark Advisers, Inc. CA Insurance License 0C82947. View Valmark's Customer Relationship Summary

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

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