Our Firm

Grove Bank & Trust offers comprehensive trust and wealth management services tailored to meet the unique needs of successful individuals and their families.

We focus on preserving wealth through risk management, diversification, and goal-based investment planning, while addressing the qualitative aspects of wealth.

Integrity

We provide clients with an independent view of their complete financial picture. We are not compensated by any investment product sale.

Expertise

Our team includes attorneys, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA) together with many years of combined experience.

Approach

Our goal is a holistic approach to our clients’ needs. We strive to develop personal relationships with each and every client, provide financial education, and develop comprehensive plans to meet their goals and objectives.