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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.

The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

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Perception vs. Reality

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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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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