Become an Ambassador

At Rooted, we value the trust of our clients more than anything else. That’s why we created our Ambassador Program. This exciting new club allows us to celebrate clients telling their family and friends about Rooted with special invitations to exclusive events!

Ready to become an Ambassador? Here’s how it works:

Using the form below, share the name and contact information of a friend or family member you think we can help.
As thank you, we’ll send you a token of appreciation.
We’ll reach out to your contact. If they make and keep their appointment, then you’ll be added to our Ambassador Club!
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 part of the Ambassador Club.

Rooted Wealth Advisors Ambassador Club Perks

Invitations to our Annual Ambassador Club Excursion
VIP Access to Client events
You and a guest are welcome at any of our dinner seminars

Learn more about our Ambassador Program

Know someone who could benefit from talking to the Rooted team? Complete the form below to put us in touch! Keep an eye on your email. We’ll be following up with your thank you gift, as well as additional information about your entry into the Ambassador Club.
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.