Rooted Wealth Events

We believe sound financial planning is rooted in education. We offer in-person and virtual retirement workshops sponsored by local universities and community centers to ensure you enter your retirement with your best foot forward.
Our Next Event

“At Rooted Wealth Advisors, we believe you deserve to have someone working for your money and family as hard as you’ve worked to build them.”

Zach Gray

Need More Info?

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