Welcome to the Rooted Wealth Advisors

Ambassador Program

We invite you to join the Rooted Wealth Ambassador Program:

WE APPRECIATE YOU TRUSTING US WITH YOUR BUSINESS AND VALUE OUR RELATIONSHIP WITH YOU.

Our Ambassador Program is a way to celebrate the deep relationships we have with our clients and their guests throughout the year. We are always honored when our best clients tell their family and friends about us!

Would you like to join our Ambassador Program? If so, please check out these Frequently Asked Questions:

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Who might benefit from an initial consultation with Rooted Wealth Advisors?

New clients come to us in many seasons of life. They may be preparing for retirement or are already retired. Others might have recently experienced a major life event, such as a change in employment, marital status or the loss of a life partner.

How can I share my experience with your firm with the people I know?

  • You could make a virtual introduction using the form and link below.
  • Invite friends or family members to come with you to one of our seminars or events throughout the year.
  • We have referral cards! Contact our office, and we will send you some!

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When do I become an Ambassador?

  • When you bring a guest to one of our events and they visit with an advisor.
  • Or, when a friend or family member has an initial consultation with our firm.

Previous Ambassador Events