Wealth Impact Partners

Trove Private Wealth is a wealth management company located in Needham, Massachusetts. The firm employs 7 people and generates revenue of over $10,000 annually. Trove Private Wealth focuses on partnering with successful individuals and families, guiding them towards achieving their life goals. Their unique LifePrint™ Planning process helps clients develop comprehensive wealth plans tailored to their specific needs and aspirations. These plans are designed to optimize the growth and protection of their assets, enabling them to make a greater impact on causes they care about while maintaining financial security for themselves and future generations. Trove Private Wealth distinguishes itself by emphasizing the connection between wealth and purpose. They believe that financial well-being should empower clients to live more generously and contribute meaningfully to their communities. Their advisors work closely with clients to understand their values and create plans that align their financial strategies with their life goals. For inquiries or to learn more about Trove Private Wealth's services, individuals can visit their website at troveprivatewealth.com. Securities are offered through Valmark Securities, Inc., a member of FINRA and SIPC. Investment advisory services are provided by Valmark Advisers, Inc., a SEC registered investment advisor.