Sthory and Nava then moved to South Florida in 2010 and embarked on their journey to create Grove Wealth Management to have the best result for their own investment portfolios. They developed a set of investment practices and extended those principles to serve clients. The firm today ensures that every investment pays off well for its clients. “Our customers know that we utilize the same strategies for our personal portfolios. This transparency always gives them the peace of mind,” states Sthory, the Managing Director and Partner at Grove Wealth Management.
Today, Grove Wealth Management caters to a broad clientele, but most of them come from Hispanic origin. The company understands their dilemma around creating an effective investment portfolio in the U.S. and helps them make sound investment choices according to their specific needs and financial footing. The requirement of a minimum investment amount also deters these clients from collaborating with larger firms. They are often offered cookie-cutter, standardized solutions that result in poor outcomes. In contrast, Grove Wealth Management builds long-standing relationships with clients and hand-holds them throughout their investment cycle. Beyond just offering traditional services to improve investments, the company also conducts seminars to educate clients and offer the best alternative solutions based on their financial situation.
With every engagement, Grove Wealth Management extensively collaborates with clients to figure out what they want their money to do for them. These objectives can include college planning to retirement, an investment account with huge returns and low volatility, and legacy protection with life insurance.
Our customers know that we utilize the same strategies for our personal portfolios. This transparency always gives them the peace of mind
All of Grove Wealth Management’s investment solutions are backed by cutting-edge technology. The company incorporates innovations to its systems by aligning with the latest industry trends and constructing a portfolio with lower volatility than the market. The expertise in understanding the technological and mathematical elements of the market volatility indices makes it possible for Grove Wealth Management to perform trading and create superior investment strategies.
Grove Wealth Management’s investment philosophy and business development have always been driven by how its investment strategies have worked during a crisis. The company is currently looking to expand to northern areas and bring in more advisors to cater to clients. Grove Wealth Management will also enhance its education services by conducting more seminars and webinars to inform the masses about the market. “We are already ahead of the curve in the industry, and we will continue to improve on our educational front to motivate and encourage more people into building investment portfolios,” concludes Nava.