Jason Grover is a financial advisor with Grover Wealth Partners, LLC in Pittsford, NY. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Grover Wealth Partners, he worked at LPL Financial LLC for 11 years. Grover also teaches continuing education courses at Brighton Central School, Finger Lakes Community College, and the Penfield Recreation Department. Grover Wealth Partners offers wealth management, discretionary investment management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, offering portfolio management primarily through model portfolios and sponsoring a wrap fee program that combines custodial and transaction costs into a single asset-based fee.

Michael Byrne is a CFP® and CFA® credentialed advisor with Grover Wealth Partners, LLC, based in Pittsford, NY. He has seven years of prior experience at MPB Wealth Management LLC and four years at Steuben Trust. Grover Wealth Partners provides wealth management, discretionary investment management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses model portfolios focused on low-cost, diversified mutual funds and ETFs with a generally long-term investment approach.

Pia Bugaleri is an advisor at Grover Wealth Partners, LLC with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at LPL Financial LLC and was involved with Inky Mama, LLC for eight years. Grover Wealth Partners provides wealth management, discretionary investment management, financial planning, and separate investment consulting to individuals, high-net-worth clients, trusts, and estates. The firm uses model portfolios focused on low-cost, diversified mutual funds and ETFs, with a generally long-term investment approach and discretionary account management.