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.


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.


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.