World-Class Service Rooted in Hometown Values

Though we’re known for industry-leading knowledge and experience, we’re also not afraid of rolling up our sleeves and going to work — just like our clients did in their own careers. Here’s a look at how we’ll serve you and your retirement dreams.

The Rooted Retirement Process

Step 1

Cultivate & Dig

We dig deep into your retirement goals, hopes and dreams, evaluate your current spot on the road to retirement and then get to work! 

Step 2

Plant & Grow

Using the information previously collected, we formulate a plan designed to help you live a retirement lifestyle you never thought possible.

Step 3

Nurture & Harvest

As you progress to and through retirement, we help you continue to live the dream with regular meetings to tweak and adjust your plan.

Ready to Survey Your Plan?
Let’s start taking these steps today so we can help you in your retirement process as soon as possible.

“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

Visit Rooted Wealth

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