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.

  • 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.

  • 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.

  • 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.

  • 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.

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.
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Markets & Investing
Cybercriminals are constantly evolving their tactics, but a few smart habits can go a long way toward protecting your personal information and staying one step ahead.
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Technology & Innovation
A few simple precautions can help keep you and your info better protected as you navigate friends, followers, connections and more online
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Technology & Innovation
If you’re considering the role AI could play in your small business, take a minute to explore the opportunities and potential obstacles.
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Technology & Innovation
Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected.
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Technology & Innovation
Scammers often pose as trusted organizations, businesses or loved ones, so familiarizing yourself with common tactics can help you respond with confidence.
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Technology & Innovation
With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here’s what to prepare for in a new world of scams
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Technology & Innovation
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
Raymond James Chief Investment Officer Larry Adam discusses the key drivers shaping markets and the economic landscape.
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Markets & Investing
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Read
Economy & Policy

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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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