We are a boutique practice providing comprehensive planning and investment counsel for high-net worth individuals, families and business owners. Leveraging decades of expertise, we help clients pursue investment goals with sound investment planning strategies.


Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, NV, NY, OH, OR, OK, PA, SC, TN, TX, UT, VA, WA, and WI only.


Trotter Wealth Management Group

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