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.