Trovato Wealth Management is an independent financial planning and wealth management firm that has been in business since 2004. President and CEO, Joe Trovato, emphasizes on meeting the individual needs, wants, and wishes of every client. They are a full-service, independent wealth advisory company and offers customized strategies customized to the individual’s objectives. Their services include estate planning, philanthropy planning, retirement planning, portfolio management, tax strategy, risk management solutions, long-term care planning, stock options, and education planning. Within one year of opening, Trovato Wealth Management was recognized as one of the leading financial planning and asset management firms in the Bakersfield area.
Bakersfield, CA 93309