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

Trove Private Wealth's headquarters in Plainville, MA, United States

Ron Ware, JD, CFP®

Paul Rokosz

Chris Bottaro

Michael Mcclary

Josh Procaccini, CFP®

The Legal and Administrative Support team at Trove Private Wealth is responsible for ensuring compliance with legal standards and regulations, managing documentation, and providing essential administrative assistance to facilitate the smooth operation of the firm. This team plays a crucial role in safeguarding client interests by assisting in the preparation of legal documents, conducting research, and supporting the implementation of client wealth plans, thereby enabling the firm to deliver exceptional service and support to its clients.

Legal and Administrative Support

The Insurance and Client Services team at Trove Private Wealth focuses on integrating insurance solutions into clients' comprehensive wealth plans. They assess client needs, manage policy options, and provide ongoing support to ensure optimal protection and service. Through collaboration with other teams, they enhance the client experience, driving clarity and confidence in financial decisions while safeguarding client legacies.

Insurance and Client Services

The Leadership Team at Trove Private Wealth is responsible for guiding the overall strategic vision and operational success of the firm. This team collaborates to ensure that the unique LifePrint™ Planning process is effectively implemented, aligning financial strategies with the personal values and goals of clients. By leveraging their expertise in wealth management, investment strategies, and underwriting, the Leadership Team steers the firm towards delivering exceptional client experiences, fostering growth, and maintaining a strong legacy for the families they serve.

Leadership Team

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.

Trove Private Wealth

Org chart

Teams

Legal and Administrative Support

Insurance and Client Services

Leadership Team

Wealth Management and Financial Planning

Offices

Trove Private Wealth

Org chart

Teams

Legal and Administrative Support

Insurance and Client Services

Leadership Team

Wealth Management and Financial Planning

Offices

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