Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.




The firm manages over $100 million in advisory assets for approximately 150 families.



Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner™ designations.



We are fiduciary advisors which means we put our clients' interests first. We seek to provide the same advice we'd hope to get were our roles reversed.



Trott Brook is a Registered Investment Advisory (RIA) firm. We are not affiliated with any banks or insurance companies.


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