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 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

Legal and Administrative Support

Insurance and Client Services

Leadership Team

About

Team members

Other teams at Trove Private Wealth

Legal and Administrative Support

Insurance and Client Services