Richard Trotta is dedicated to helping families manage and protect their wealth both now and for generations to come. Richard is committed to being a leader in his field and believes the best and most durable wealth management decisions are made by working with an advisor who supports, informs, and facilitates a clear-cut process rather than imposing solutions through products. He considers it a privilege that his clients entrust him with the management, oversight, and administration of their wealth.
Drawing on nearly 40 years of knowledge and wisdom, Richard is energized by helping discerning families address the challenges of creating and preserving their wealth. Through implementing wealth planning, estate planning, and investment planning strategies, his focus is on helping clients protect principal and conserve wealth while managing risk.
Committed to deep engagement with the community in which he serves and operates, Richard serves as the Secretary and Treasurer of Voter Water, as well as the Secretary and Treasurer of Friends of the Everglades.
Richard’s joy is serving clients alongside his beloved family members. He has been married to his wife, Kellie, for nearly 35 years, and they have two adult children, Clinton and Emilee. Away from the office, Richard enjoys reading, fishing, and golfing.