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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.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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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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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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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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