Join Us

Choose Trotter Wealth Managment Group as a partner
and take your business to the next level

Our purpose at the Trotter Wealth Management Group
is to work together to improve our
clients' lives by providing the best possible advice and care.

Our value proposition is simple: a partnership built on the shared purpose.


Collaborative

Upholding our pillars requires a culture of collaboration, teamwork, dedication, introspection and diligence.  We enjoy our work more when we’re better at it.

Trust, competence, discretion

Three pillars define our team and culture: Trust, competence and discretion.  We believe our clients trust us with their wealth, have confidence in our competence to manage their wealth and know that discretion is paramount to our work.

Dedicated

Does that word bring up thoughts of your character, your work ethic, your substance?  If so, we may have employment, merger or partnership opportunity for you.

Partnering with Trotter Wealth Management Group


We’re all about making the most of opportunities, and that includes partnering with other businesses and firms who share our goals and values. We strive to make these opportunities true win/win situations, leaving both parties better off than they were before. If you’re interested in a partnership or merger opportunity, contact DeAnna Klokkenga to set up a personal meeting.
Trotter Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, MD, MN, MO, MT, NC, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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