Our two new mobile apps add a terrific new piece of technology to our most valuable client relationships. It is part of our ongoing goal to implement high-tech, forward-thinking approaches, which provide more value-added, easy solutions for you. Access your accounts in a secure environment from your mobile phone or tablet.
Want to access your accounts on the go? No problem! Contact Shane Bryan, 661.427.4470, to assist you with implementing our e-money app on your smartphone, tablet and/or computer. Keeping in touch with us along with news, videos and upcoming events is just a few clicks away. The mission at Morning Star Fresh Food Ministry is to feed families through the love and hope found in Jesus by fighting hunger and feeding souls.
Want to access your accounts on the go? No problem! Contact Shane Bryan, 661.427.4470, to assist you with implementing our e-money app on your smartphone, tablet and/or computer. Keeping in touch with us along with news, videos and upcoming events is just a few clicks away. The mission at Morning Star Fresh Food Ministry is to feed families through the love and hope found in Jesus by fighting hunger and feeding souls.
Services
It is an ancient Greek word that means, The fundamental character or spirit of a culture; the underlying sentiment that informs the beliefs or practices of a group. In the Greek Ethos, the individual was highly valued. Our Ethos, or culture, also places a high value on individuals.
Our goal is to develop highly value-added relationships based on mutual trust and benefit, a clear understanding of your needs, wants and goals, complete transparency and the highest level of ethics.The following statements reflect our firm's foundation, our reputation, and the essence of our brand.
Our goal is to develop highly value-added relationships based on mutual trust and benefit, a clear understanding of your needs, wants and goals, complete transparency and the highest level of ethics.The following statements reflect our firm's foundation, our reputation, and the essence of our brand.
Our Ethos, or culture, also places a high value on individuals. Our goal is to develop highly value-added relationships based on mutual trust & benefit, a clear understanding of your needs, wants & goals, complete transparency and the highest level of ethics. There is specific purpose to the approach we take to all aspects of what we refer to as "360 degree wealth management", and that purpose is you.
Most advisors won't tell you this, but the truth is, as independent advisors, we all pretty much have the same tools. Where the herd begins to separate is knowing how and when to use which tools given the particulars and complexities of each different case. Here at Trovato Wealth Management you won't find any cookie-cutter approaches.
We begin by getting to know you. Like any quality trusted advisor (Doctor, attorney, CPA, etc.), the most important first step is to listen. We want to truly know you. Everything ranging from family members and birth dates to financial accounts, taxes and yes, even health status. All of these factors impact your financial plan.
After several years working and growing the family firm, in 2012 Joe ventured out on his own to launch Trovato Wealth Management, which is headquartered in Bakersfield. Since then, TWM has become recognized as one of the leading financial planning and asset management firms in Kern County. Raised in Bakersfield, Joe received his education from Garces Memorial High School and St Mary's College of California.
Reviews
Be the first to review Trovato Wealth Management.
Write a Review
