A personalized approach to managing wealth
Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.
We can provide you with investment services and guidance that make sense for you and your family. We’ll also be there to help you as you pursue your personal financial goals.
Get better acquainted with us and how we can help you.
Pictured from left to right:
Thad Ortez, Lori Rivera, Robert Powell
Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.
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- Rooted Wealth Management
- 1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687
- T: 209.447.0700
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Rooted Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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