Financial Planning With a

Personal Touch

We’re not just managing your finances; we’re building a relationship. This personalized approach, paired with industry-leading knowledge and experience, helps ensure we deliver top-notch financial insight that’s always geared toward your unique needs and goals.

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We’re not just managing your finances; we’re building a relationship. This personalized approach, paired with industry-leading knowledge and experience, helps ensure we deliver top-notch financial insight that’s always geared toward your unique needs and goals.

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Piecing Together

Your Dreams

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Income

We help to ensure that you can pay your expenses for rest of your life. That means more freedom to do the things you love and more confidence to enjoy every second of that freedom.

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Investments

We talk candidly with clients about risk tolerance, portfolio fees, and volatility control. Additionally, to help you feel comfortable with your investments, we also discuss our overall approach to investing and are happy to answer any questions you may have.

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Health Care

To help you feel confident about your retirement future, we look at Medicare and long-term care options. From there, we design plans to help address potential rising health care costs.

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Tax

Keeping more of your hard-earned assets is a key part of our retirement strategies. That’s why we look at ways to include tax-deferred or tax-free money in your strategy.

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Legacy

Many retirement strategies consider future generations. To help you care for children, grandchildren, and the organizations you love we can help you create taxefficient plans that will last for decades.

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Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

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IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

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Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

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Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

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Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

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Asset Protection Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

“At Rooted Wealth, we’re all about breaking the mold and showing up in ways you’ve never seen before. By outworking everyone else, every day, we can help ensure we deliver for you and your family.”

Zach Gray, CRPC® LACP, Founder & CEO

Zach Gray and family

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.

Schedule A Visit

Check Us Out

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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.

Schedule A Visit
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