Bear Creek Plaza Steiner Investment, 2847 G St, Merced, CA 95340, US

Rooted Wealth Management is a trusted financial advisory firm located in Modesto, CA. With a team of experienced professionals, they offer personalized guidance and investment services tailored to the unique goals and needs of their clients, including business owners, families, individuals, retirees, and those experiencing sudden wealth. Through a structured and analytical approach, Rooted Wealth Management aims to simplify the complexities of wealth management and help clients achieve their financial objectives. As an independent firm, Rooted Wealth Management provides comprehensive guidance and strategic solutions to support the financial goals of their clients. Whether it's estate planning, investment management, retirement planning, or risk management, their team is dedicated to helping individuals and businesses make informed financial decisions and maximize their wealth for the long term.Generated from the website