Rooted Wealth Management

Rooted in Faith, Family and Community

Our mission is to guide our clients and build relationships that will grow and expand with generations to come. You can count on us to serve as responsible stewards of your wealth looking out for the financial well-being of your family, business, or organization. Whether it’s planning for your retirement, long-term goals, mitigating your risk or taxes, or resolving financial issues, we will be there for you. We strive to be a constant in your life as it expands, changes, and grows. We continue to grow our roots in the community through volunteering and supporting important causes.