san diego wealth management firm
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welcome to trovena wealth management firm    

We’re a leading multi-family office who acts as an unbiased source of financial advice for business owners, executives, and their families. 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. Our business is limited to a select group of successful entrepreneurs and their families. 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 Christopher Van Slyke and Trovena, LLC. (click to download).

 

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»

 
reuters top advisors of 2008 Voted one of Reuter's Top Advisors of 2008
 
Named Five Star Wealth Manager by San Diego Magazine 2007-2008
 
   
 
  • Wall Street Journal - Real Estate Journal

  • San Diego Magazine

  • MSN Money

  • Kiplinger Personal Finance

  • CNN Money

       ...and more (click to read)

 
Investment Consulting

We offer proven, low cost, risk-efficient, tax-efficient long term investment strategies.
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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 »
 
 

 

 

fee only financial planners trovena NAPFA certified certified financial planners financial advisors and financial planners - Paladin