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.

  • Understand

    We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.

  • Design

    We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.

  • Implement

    Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.

  • Manage

    We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity

Fed raises interest rates with a 25 basis point increase

03/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership

Incremental progress emerging in the banking sector fallout

03/20/2023

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Economy & Policy

Are you protected from market mayhem?

03/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Why you should maintain a long-term view amid bank headlines

03/17/2023
CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing

How will recent news impact interest rates’ trajectory?

03/17/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A difficult job becomes even more difficult

03/17/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Can you distinguish cash fact from cash fallacy?

Recent market activity and rising interest rates have investors thinking twice about cash. Here are some things to consider.
Markets & Investing

The delicate juncture of estate planning and substance abuse

Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving

Weekly market guide

03/16/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Over time, markets have proved positive and resilient

When markets react, consider a broader historical perspective before changing your financial course.
Markets & Investing

what can we do for you?

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Rooted Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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