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May 2025 by Karla Fischer
I moved my retirement accounts from a large national firm to Rooted Wealth about two years ago. They use the same empirical data based approach to investing that the large firms use, while offering more individualized care based on goals and risk tolerance and social justice concerns. No get-rich-quick schemes or stock picking or bogus advice about hedge funds. Just good, solid practices and as much underlying information as you want. I've learned a whole lot with Rooted Wealth but the biggest benefit is I just don't worry about my future in the way I used to. Unlike the big firms where client advisers change frequently, I've had the same person who knows more about the everyday questions of RMD's and the like. I have a complicated situation and Rooted Wealth is the first firm who can always answer my questions. I also appreciate that they offer access to estate attorneys, can make recommendations about accountants, and have client events. The first social event I attended was just last week, with live music (Dueling Pianos), great food, an open bar, in a lovely country setting. I had a fabulous time.
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July 2024 by Lori Knuth
We have been a part of the Rooted family for over 3 years. We have dealt with several different people in that time. Staff is professional and knowledgeable. Would recommend them to anyone
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July 2024 by Wilma Ingram
We had a great time. The food and music were great. Hospitality was wonderful.
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July 2024 by Colette Wallace
Great people to work with. They treat you as family.
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November 2023 by Rick Wallace
I have been with Zach For 5 years As bad as the economy has been the last few years.Hes been able to Build on my retirement. I highly recommend him to anyone.
