Welcome to Trovena
We’re a leading wealth management firm who acts as a wealth coach helping successful families and entrepreneurs make smart decisions about their money to achieve the independence and peace of mind they’ve earned. We integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five step process. We coordinate the efforts of our expert team to focus on our clients' unique needs. We limit our business to a select group of successful entrepreneurs. This allows us to focus our resources on their unique opportunities and challenges. Would you be interested in exploring whether or not we would be the right firm for you? Learn More »
Read the National Association of Personal Financial Advisors Feature Article about Scott A. Leonard and Trovena, LLC. (click to download).
Our Experts
CERTIFIED FINANCIAL PLANNERS (CFP®) are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Using over 80 years combined experience, all members of our professional team hold this designation and work collaboratively to guide you to your wealth management objectives. Learn More »
- Wall Street Journal - Real Estate Journal
- San Diego Magazine
- MSN Money
- Kiplinger Personal Finance
- CNN Money
...and more (click to read)
Our Wealth Management Services
- Investment Consulting
We offer proven, low cost, risk-efficient, tax-efficient long term investment strategies. Learn More » - Advanced Planning
Our five step process will help you address wealth enhancement (tax), wealth preservation (asset protection), wealth transfer (estate planning) and charitable giving. Learn More » - Expert Team Management
We manage not only our relationship with you but the flow of information and communication among your expert team. Learn More »
