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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. 

Let's Talk

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.

Saving Early & Letting Time Work for You

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Learn More
9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
Learn More
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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