Roots

Our team has over 40 years of combined experience in the financial services industry. We believe personal relationships matter and work to strengthen them through sharing knowledge, ideas and dreams.

“Go into the world and do well. But more importantly, go into the world and do good.”

– Minor Myers

What Drives Us

We value our customer relationships. We love helping people achieve their dreams personally, financially and philanthropically.

As the term comprehensive wealth management suggests; with our client’s permission, we coordinate with their tax or legal advisor on issues that may impact a client’s finances. These consultations help ensure the most comprehensive and thoughtful strategies in matters that impact multiple areas of a client’s total financial plan.

As a Certified Financial PlannerTM, and our affiliation with a Registered Investment Advisor we are held to high fiduciary standards. Efficiency is paramount in our success. Our partnership with United Advisors Services allows us access to strong back office support and unparalleled technology so that we are able to focus on our clients’ needs and financial goals.

Recent News