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

Founder

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!

Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Any references to guarantees relate only to insurance products and are based on the claims paying ability of the underlying insurance company.

Rooted Wealth Advisors (“Rooted”) is a registered investment adviser offering advisory services in the State(s) of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rooted in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rooted, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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