We’re a leading wealth management firm who acts as a wealth coach helping business owners make smart decisions about their money to achieve the independence and peace of mind they’ve earned. We integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five step process. We coordinate the efforts of our expert team to focus on our clients unique needs. We limit our business to a select group of successful entrepreneurs. This allows us to focus our resources on their unique opportunities and challenges. Would you be interested in exploring whether or not we would be the right firm for you?

At Trovena, LLC. our clients are smart consumers who have sought a trusted professional acting as a fiduciary, instead of a product salesperson acting in his or her own (or the company's) best interest. Our clients retain us to help them identify important goals and then detail a step-by-step guide to achieve them. Though most live in Southern California, Texas, and New Jersey, we have clients from New York to Hong Kong.

Our clients are most frequently physicians, corporate executives (special expertise with Northrop Grumman executives), entertainers, athletes, attorneys, retirees and business owners. Generally we are most helpful to those with at least: $500,000 or more of combined annual income; or $3,000,000 in net worth.