Trott Brook was founded in 2002. The firm manages over $150 million in brokerage and advisory assets for approximately 150 families.
Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designations.
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.
Trott Brook is a Registered Investment Advisory (RIA) firm. We are not affiliated with any banks or insurance companies.