Rootstock Wealth Advisors

Rootstock is committed to producing strong, sustainable, cost-efficient solutions. Our focus is on helping families navigate the many complex facets of wealth management, from planning to coordination to execution. Think of us as your personal CFO. We stay abreast of the financial world so you can enjoy your freedom. Our diligence allows us to adequately arrange for your family goals, estate plans, income tax preparations, insurance needs, investments, and other financial-related issues. By collaborating with your advisors, we develop, implement, and monitor a comprehensive plan for your family. This solutions-focused oversight and execution plays a critical role in helping you and your family ensure your security far into the future.