Rooted Wealth Management

Rooted in Faith, Family and Community

Our mission is to guide our clients and build relationships that will grow and expand with generations to come. You can count on us to serve as responsible stewards of your wealth looking out for the financial well-being of your family, business, or organization. Whether it’s planning for your retirement, long-term goals, mitigating your risk or taxes, or resolving financial issues, we will be there for you. We strive to be a constant in your life as it expands, changes, and grows. We continue to grow our roots in the community through volunteering and supporting important causes.

  • We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.

  • We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.

  • Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.

  • We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.

Capital gains tax deferral on investment property sales.
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Tax Planning
Raymond James Chief Investment Officer Larry Adam stresses the importance of selectivity and risk management.
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Markets & Investing
A look inside why more Americans are turning to lifetime income.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
Start the new year right by reviewing and revamping your financial plan.
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Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle

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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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