Root Wealth Management
We serve our clients at the intersection of Money and Meaning. At Root Wealth Management, we are people helping people. We spend time getting to know you and your goals and work to create ways to bridge the gap between where you are today and where you want to go. We are a fee-only, fiduciary practice whose services include Tax Planning, Estate Planning, Investment Management, Risk Management, and Retirement Planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

