Your Goals, Our Guidance

Navigate Your Finances With Confidence

Our goal is to help you take a proactive approach to your financial future. Our dedicated team is committed to guiding you in making informed decisions that align with your unique goals and aspirations. We offer experienced perspectives to help ensure that you have a comprehensive understanding of your financial landscape. Together, we’ll work toward your goals with confidence and clarity.
Trotter Wealth Management Group 2025 Best-In-State Wealth Management Teams


2025 Forbes Best-In-State Wealth Management Teams

We are thrilled to announce our selection as one of Forbes' Best-In-State Wealth Management Teams. We believe that this achievement underscores the strength of our team's collaborative spirit, work ethic, and commitment to providing exceptional service for our clients. We extend our heartfelt gratitude for your tremendous support.

Amy Trotter - 2025 Forbes Best-In-State Top Women Wealth Advisors
2025 Forbes Best-In-State Top Women Wealth Advisors

We’re proud to announce Amy Trotter, Founder, President, Financial Advisor, as one of Forbes' 2025 Best-In-State Top Women Wealth Advisors.

Over the past six years, Amy has consistently earned a place on this list, and we acknowledge the immense dedication and commitment required to reach such a remarkable achievement.

We invite you to join us in congratulating Amy!

Our Services

Trotter Wealth Management Group - Our Services - Portfolio Building

Portfolio Building

Trotter Wealth Management Group - Our Services - Investment Guidance

Investment Guidance

Trotter Wealth Management Group - Our Services - Retirement Planning

Retirement Planning

Trotter Wealth Management Group - Our Services - Education Saving

Education Saving

Trotter Wealth Management Group - Our Services - Tax Optimization Strategies

Tax Optimization Strategies

Trotter Wealth Management Group - Our Services - Estate Planning Organization

Estate Planning Organization

Trotter Wealth Management Group - Our Services - Personalized Client Services

Personalized Client Services

Trotter Wealth Management Group - Our Services - Holistic Wealth Management

Holistic Wealth Management

Couple reviewing information on tablet

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Couple on Beach

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Trotter Wealth Management Group Logo