Why Us?

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

 

 

Experience

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

 

Competence

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

 

Ethics

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.

 

Independence

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

 

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