Giving back means giving of ourselves

We are well-established in our local community and are proud to be part of its rich history and heritage. We believe our community deserves to share in our success – and that giving back means giving of ourselves. Here are some of the worthy organizations and causes we have supported and participated in now and throughout our careers.

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Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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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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