Thank you a much for hosting such a wonderful event. This was my first time at a Rooted event. You did a fantastic with all of the details and I especially noticed the fine detail in the orange peels in the cocktails. branding the rooted tree was over the top! Yay!
February 2026
Wonderful atmosphere, dinner and company. Great way to meet and talk with other Rooted people and clients. GREATLY APPRECIATE all you do when looking out for the interests of your clients. You make us feel important and like family ?
May 2025
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... read full review
Thank you a much for hosting such a wonderful event. This was my first time at a Rooted event. You did a fantastic with all of the details and I especially noticed the fine detail in the orange peels in the cocktails. branding the rooted tree was over the top! Yay!
Wonderful atmosphere, dinner and company. Great way to meet and talk with other Rooted people and clients. GREATLY APPRECIATE all you do when looking out for the interests of your clients. You make us feel important and like family ?
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... read full review