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.
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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.
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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.
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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.
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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?
Fed raises interest rates with a 25 basis point increase
Start the conversation about quiet quitting
Are you protected from market mayhem?
Why you should maintain a long-term view amid bank headlines
How will recent news impact interest rates’ trajectory?
A difficult job becomes even more difficult
Can you distinguish cash fact from cash fallacy?
- Rooted Wealth Management
- 1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687
- T: 209.447.0700
- Map & Directions
- Map & Directions
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.
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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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