Why Us?
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Experience
Trott Brook was founded in 2002. The firm manages over $150 million in brokerage and advisory assets for approximately 150 families.
Competence
Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designations.
Ethics
We are fiduciary advisors which means we put our clients' interests first. We seek to provide the same advice we'd hope to get were our roles reversed.
Independence
Trott Brook is a Registered Investment Advisory (RIA) firm. We are not affiliated with any banks or insurance companies.
