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    1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687 O: 209.447.0700
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Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
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2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership
Read
Be a Cultural Chameleon
2/3/2019
Adapting your style to that of other cultures is smart business.
Business Ownership
Start
Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. ...
Personal Finance

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Rooted Wealth ManagementRooted Wealth Management
  • Rooted Wealth Management
  • 1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687
  • O: 209.447.0700
  • Map & Directions
  • Map & Directions

Securities offered through Peak Brokerage Services, member FINRA / SIPC. Investment advice offered through Rooted Wealth Management as a DBA of Ascentis Independent Advisors (AIA). AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Rooted Wealth Management/AIA are not affiliates.

Rooted Wealth Management may provide services only in states in which it is registered and/or exempt.

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