The Grove Wealth Experience
You have worked hard to get where you are. And today, your needs may require more than traditional planning. Our integrated wealth planning strategies are designed to coordinate all aspects of your financial life to provide guidance on subjects including taxes, estate planning, insurance, investment planning and more.
We believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
What is most important to you?
We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to experienced personal with knowledge and resources to find solutions to your questions.
Below you will find a curated library of educational articles to help you become a more informed investor.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Learn More
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Learn More
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Learn More
Barry Wong
Wealth Advisor
Bill Parente
Wealth Advisor
Debbie LeBoy
Client Services Associate
Lauren Parente Stapleton
Wealth Advisor
Matthew G Hunstock, MBA, CFP®
Wealth Advisor
Patti Kawecki
Administrative Assistant
Tiffany Stewart
Client Service Manager