Grover Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers wealth management, discretionary investment management, financial planning and separate investment consulting to individuals, high‑net‑worth clients, trusts and estates. Consistent with most supported firms, it provides portfolio management for individual accounts and is compensated through asset‑based advisory fees.
Investment implementation is primarily through model portfolios that emphasize low‑cost, diversified mutual funds and ETFs, with the firm noting a generally long‑term focus while also employing fundamental and technical analysis. The firm accepts discretionary authority to construct, rebalance and monitor accounts, may retain legacy positions for tax or fit reasons, and provides retirement‑account advice including guidance on rollovers.
Noteworthy distinctions include that the advisor is newly formed with a two‑adviser team and reports no assets under management to date, and it sponsors a wrap fee program that bundles custodial and transaction costs into a single asset‑based fee — a structure that is relatively uncommon among peers. The brochure also discloses an institutional relationship with a national broker‑dealer custodian and that certain advisory personnel are dually registered and licensed for insurance sales, arrangements the firm identifies as sources of third‑party support and potential conflicts of interest.
Client services
Expertise
Fee options
$0+: up to 2.00% annually for wealth management services, negotiable $0+: up to 0.75% annually for investment consulting services, negotiable
Fee-only: Investment advisory fees based on assets under management; no commissions received by advisor.
Main office
1 Fishers Road, Suite 180
Pittsford NY 14534
Advisors at this office
3
Most active in
Florida · Michigan · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Grover Financial Services · Grover Wealth Partners, LLC · Jmgfs, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason G
Series 66
Pittsford, NY
Grover Wealth Partners, LLC
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 B
CFP®, CFA®, Series 66
Pittsford, NY
Grover Wealth Partners, LLC
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 B
Series 63, Series 65
Pittsford, NY
Grover Wealth Partners, LLC
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.
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