Strategies to build your wealth and protect your assets for today and for years
to come.

Laughing multigenerational family gathered around dining room table.

Wealth structures designed
to fit your plans.


Investment Planning.

We’re here to help you make decisions about investing your wealth. Whether you're planning for a liquidity event, an acquisition or to simply make the most of the wealth you've accumulated, we’ll offer alternatives and strategies that align with your financial plans. View Services

Education and Retirement Planning.

Preparing for life’s milestones takes planning. Customizing an approach takes knowledge. We combine our experience and insights to help you plan for what’s ahead and make adjustments as time passes, goals change and life evolves.

Fiduciary, Guardianship and Special Needs Trust Services.*

We simplify complexities to manage assets and cash flow and execute transactions that align with your plans. Our specialized team brings expertise to provide you with peace of mind that the intricacies of our services align with your desires.
Trust and Estate Planning and Settlement.

We help you craft a plan that protects and grows your assets for the people who mean the most to you. We're also here for your beneficiaries to transition this wealth and help settle your estate. Our specialists collaborate with your legal, tax and other trusted advisors for a seamless experience.

Wealth Transition Planning.*

Passing your legacy along deserves a plan that integrates your priorities and values, as well as the people and causes that matter most to you. Our holistic approach and wealth transfer strategies integrate generational considerations, tax efficiencies and the financial situations of beneficiaries.


Mature man sitting with legs crossed looking at tablet.

Wealth advisory with
a distinctive edge.


Open Architecture.

Our in-house team and third-party partners take a holistic view of your wealth position. With your best interests in mind, your advisory team formulates plans to meet your financial goals.
Research & Insights.

Access industry-leading knowledge and resources to stay current on market conditions, facilitate decision making, study trends and uncover the potential of future investments.
Anytime Access.

Our online platform and mobile app enable you to monitor the performance of your portfolio and perform selected transactions within a secure environment, from wherever you are.













Relaxed woman standing by pool with foot in the water.

We make managing your wealth an extraordinary experience.

Sharing Your Vision.

We look beyond your portfolio to envision your  goals, ambitions and financial journey.
Tailoring Your Plan.

We craft your customized wealth plan from scratch, not from a template.
Adapting To Change.

Times change and priorities shift. We suggest adjustments to align with your financial journey. 

“Grove Bank & Trust offers banking and comprehensive trust and wealth management services tailored to meet the needs of successful individuals.”
Victor Ramirez
Local artist & client since 2004




















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*Investment Products are Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Deposit | Not Insured By Any Federal Government Entity | Clients of Grove Bank & Trust and their affiliates should consult with their legal advisors prior to entering into any financial transaction or estate plan.

Special Offer

5.90% APY* 12-month CD

Available for new clients.



*Annual Percentage Yield
View terms and conditions

PERSPECTIVES

Advantages of adding an IRA CD to your portfolio.

CDs are often an overlooked investment when seeking instruments that add stability and yield.
View terms and conditions