Rooted in Doing What’s Best for You — Always

Retiring with confidence means planning with your best retirement lifestyle in mind. And that’s exactly what we offer. Rooted in good old-fashioned hard work, our retirement strategies deliver the freedom to choose what’s next in the years ahead — because we believe they’re the best ones yet.
As Seen On

Get the most out of retirement. Get the most out of life.

Using these key areas of retirement planning as a basis for your strategy, we create a clear and easy-to-understand path to financial freedom so you can do more with those you love most. Because wealth isn’t just about having money; it’s about having options.


We help to ensure your expenses are paid for the rest of your life.


We’ll talk risk tolerance, portfolio fees, volatility control, and our overall approach.

Health Care

We’ll look at Medicare and long-term care options to address rising costs.


We’ll look at ways to include tax-deferred or tax-free money in your strategy.


Together, we’ll create a tax-efficient plan for your beneficiaries.

Meet The Rooted Wealth Team

Meet the team of passionate professionals dedicated to helping you know and, most importantly, feel that your finances are on the right track to deliver your ideal retirement lifestyle.

Is Your Retirement on Track?

Overwhelmed by retirement decisions? Unsure if you’re making the right ones? Unclear on whether you can retire? Find out by taking our short retirement quiz.

Visit Rooted Wealth

Visit Rooted and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!