Become An
At Rooted, we recognize that a referral is the highest honor that you can give us. We focus on celebrating these introductions and kick-starting even more unforgettable relationships.
At Rooted, we recognize a referral is the highest honor you can give us. We created our Ambassador Club to celebrate these introductions and kick-start even more unforgettable relationships.
Do you know someone who is …
Thinking about retiring early?
Facing the loss of a loved one?
Undergoing a medical crisis?
Or concerned
about …
Running out of money?
Paying for long-term care?
Reducing taxes in retirement?
We’d be happy to help guide your loved one through
Life’s Ups and Downs
We’d be happy to help guide your loved one through
Life’s Ups and Downs
You get to help someone you care about, your friend or family member gets help with their retirement income strategy and we get to help another person pursue their goals — a true win-win-win situation.
You get to help someone you care about, your friend or family member gets help with their retirement income strategy and we get to help another person pursue their goals — a true win-win-win situation.
Interested in becoming an Ambassador?
Here’s how it works:
Simply fill out the form below with the name and contact information of a friend or family member you think could benefit from meeting with us. We’ll reach out to your referral to schedule an appointment. Yes, it’s that easy!
Your contact does NOT have to become a client. You do NOT have to be a client of Rooted Wealth Advisors to refer us, or to be a Rooted Ambassador.
Ambassador Program
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By clicking “Send,” I provide my electronic signature and express written consent to receive marketing calls or texts (by automatic dialer or otherwise), and emails from Rooted Wealth Advisors, its affiliates or representatives. I understand that my signature is not a condition of purchasing any property, goods or services and that I may revoke my consent at any time.
Still have questions?
We’d be happy to help! Simply give us a call at 866.766.8332 and take the first step toward helping your loved one enjoy an amazing retirement.
Check Us Out
For us, experience is everything. Visit Rooted Wealth Advisors and see for yourself how we help create confidence and the freedom to choose the kind of lifestyle you’ll enjoy in retirement.
Check Us Out
For us, experience is everything. Visit Rooted Wealth and see for yourself how we help create confidence and the freedom to choose the kind of lifestyle you’ll enjoy in retirement.