Trovato Wealth Management, based in Bakersfield, California, is an independent, fee-based financial advisory firm founded by Joseph A. Trovato in 2012. The firm offers personalized financial and estate planning services, focusing on helping clients achieve their long-term financial goals with confidence. Their services include wealth accumulation, preservation, and distribution strategies, as well as estate planning, philanthropy planning, retirement planning, portfolio management, tax strategies, risk management solutions, long-term care, stock option planning, and education planning. Trovato Wealth Management is affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc., ensuring a broad range of investment and advisory services. Clients can access their accounts and financial information through a dedicated mobile app, providing convenience and real-time insights into their financial plans. citeturn0search3