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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?

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.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

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Barry Wong

Barry Wong

Wealth Advisor

Bill Parente

Bill Parente

Wealth Advisor

Debbie LeBoy

Debbie LeBoy

Client Services Associate

Lauren Parente Stapleton

Lauren Parente Stapleton

Wealth Advisor

Matthew Hunstock

Matthew G Hunstock, MBA, CFP®

Wealth Advisor

Patti Kawecki

Patti Kawecki

Administrative Assistant

Tiffany Stewart

Tiffany Stewart

Client Service Manager

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