Who are our clients?

At Trovena, LLC. our clients are smart consumers who have sought a trusted professional acting as a fiduciary, instead of a product salesperson acting in his or her own (or the company’s) best interest. Our clients retain us to help them identify important goals and then detail a step-by-step guide to achieve them. Though most live in Southern California, Texas, and New Jersey, we have clients from New York to Hong Kong.

Our clients are most frequently physicians, corporate executives (special expertise with Northrop Grumman executives), entertainers, athletes, attorneys, retirees and business owners. Generally we are most helpful to those with at least:

$500,000 or more of combined annual income*
OR
$3,000,000 or more of net worth*.

*If you do not fit either of those criteria or if you do not require comprehensive wealth management services, we recommend that you visit an affiliated company, Trovena Investment Advisors, that provides high quality turn-key asset management services.