Custom solutions that meet your financial goals

Wealth Management,
That Goes Deep

Root Wealth Management is committed to discovering what is most important to you, understanding your financial goals, and delivering custom financial solutions, rooted in what matters most to you.

Wealth Management,
That Goes Deep

Custom solutions that meet your financial goals

Root Wealth Management is committed to discovering what is most important to you, understanding your financial goals, and delivering custom financial solutions, rooted in what matters most to you.

Services we offer

Financial planning serves as the cornerstone of our approach because it acts as a blueprint for achieving financial success. Our planning goes deep, covering every aspect of your financial life in detail. By addressing all areas of your financial landscape, we pave the way for you to confidently pursue your goals and aspirations with clarity and purpose.

The financial advice we provide is fiduciary advice—which means it’s objective and only concerned with doing what’s best for you. Always.

Transitioning from saving for retirement to living off your hard-earned savings requires a shift in mindset and discipline. As you embark on the next chapter of your life beyond traditional employment, we’re here to help you navigate the complexities of utilizing your investments to sustain your lifestyle.

Completing a comprehensive financial plan provides us with essential insights and information necessary to tailor an investment portfolio specifically to your needs and goals. By integrating both aspects seamlessly, we ensure that your investments align perfectly with your overall financial strategy, maximizing the potential for long-term success.

Drafting a will, establishing power of attorney, and addressing other end-of-life financial matters may not be enjoyable tasks, but they are crucial. Ignoring them could jeopardize your loved ones’ financial security and inheritance. We aim to ensure that your wishes regarding the distribution of your assets are accurately documented and carried out, providing you and your loved ones with peace of mind for the future.

We recognize that you’re more than just an investor—you’re an individual with genuine emotions and specific needs. We help you navigate toward a risk level that aligns with your comfort zone while effectively advancing your financial objectives.

Recognizing the complexity of life, we adopt a collaborative approach with the trusted professionals in your life (CPAs, attorneys), working hand in hand to ensure we collectively serve your best interests with openness and cooperation.

Navigating the transfer of wealth from one generation to the next can evoke strong emotions and complexities. At such pivotal moments, we provide a steady hand, offering objective advice and the necessary resources to help you craft a robust plan. We aim to safeguard your legacy and ensure it benefits your family for generations to come.

Investing isn’t solely about securing personal happiness; it’s also a means to accumulate wealth that can be used to support meaningful causes. We approach charitable giving with a comprehensive, tax-focused perspective, allowing you to plan your philanthropy confidently. By strategically considering tax implications and long-term financial goals, we enable you to give generously without compromising your own financial security or future freedom.

ARE YOU READY
TO GET STARTED?Schedule an intro call

ARE YOU READY
TO GET STARTED?Schedule an intro call