Skip to content
Rooted Wealth ManagementRooted Wealth Management
  • Home
  • Our Team
    • Our Team
    • Thad Ortez
    • Robert Powell
    • Lori Rivera
    • What Makes Us Different
    • Giving Back
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Retirees
    • Sudden Wealth
    • Pre-Retirees
  • Services
    • Services
    • Banking & Lending Solutions
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • The Meaning Behind Our Name
  • Resources
    • Resources
    • WorthWhile
    • Goal Planning and Monitoring
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Rooted Wealth Management
    1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687 O: 209.447.0700
    Map and Directions Map and Directions
Reset All Filters
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio o...
Savings And Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use thi...
Savings And Investments
Start
Start
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a ce...
Savings And Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. And, l...
Savings And Investments
Compound Savings Calculator
Consistent investments over a number of years can be an effective stra...
Savings And Investments
Start
Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The more o...
Savings And Investments
Start
Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact on you...
Savings And Investments
Start
Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemployment, au...
Savings And Investments
Investment Distributions
This calculator helps you determine either how large or how long perio...
Savings And Investments
Investment Goals
What will it take to reach your investment goal? Use this investment g...
Savings And Investments
Investment Returns
Meeting your long-term investment goal is dependent on a number of fac...
Savings And Investments

what can we do for you?

Say hello
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.

Ascentis Disclosures
Peak Brokerage Link Disclosures
Peak Privacy Policy