Rootstock Wealth

At Rootstock, we believe that transparency is the foundation of trust. That's why we're committed to providing honest and unbiased advice to individuals and families with $5 million or more in investable assets. Our team of experienced professionals is dedicated to helping you achieve your financial goals, while building a lasting relationship with you.

Our Philosophy

For years, we've witnessed the financial services industry's emphasis on profits over people. That's why we're dedicated to providing an alternative approach to wealth management. At Rootstock, we believe that managing money is simple: increase asset returns, decrease costs. We're committed to making your fees go down, not up, by providing objective, independent counsel and building fruitful, lasting client relationships.

Our Values

• Fairness: No commissions. No kickbacks. No referral fees. We provide unbiased advice and reliable, comprehensive wealth management for a single reasonable fee.
• Honesty: We left the high-fee, low-visibility world of large wealth management corporations to establish long-term, honest relationships with our clients. Conflicts of interest, big or small, impede wealth creation, and we're not going to let anything keep us from doing what's right for our clients.
• Transparency: Years of experience have taught us that transparency is far from the norm in the financial services industry. Everyone, it seems, is hiding something. That won't be a problem at Rootstock.
• Excellence: When you partner with Rootstock, you place your trust in us. In return, we promise to work tirelessly to identify investment opportunities and control risk.
• Accountability: At Rootstock, we're responsible to our clients, to those we work with, and to the communities we serve. We don't take that responsibility lightly.

Family Office Services

At Rootstock, we're 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.

Our Services

• Investment Management: Finding the right investment program requires insight, patience, discipline. We take the time to meet with you and build a solid foundation by exploring your personal and financial objectives. Only then can we create the investment program uniquely suited to your family's needs and goals.
• Wealth Planning & Coordination: Rootstock will help you devise and implement an appropriate investment plan. We manage the program with a careful eye toward your overall balance sheet and provide you with detailed financial reports, including tax information, cash flow analyses, and annual structural reviews.
• Income Tax Oversight: While Rootstock doesn't provide compliance services, we do provide annual tax forecasts. Because of our ongoing investment advice, we know better than anyone how your tax situation is impacted by investment decisions.
• Estate Coordination: Working with your attorney, Rootstock provides proactive advice on estate planning and gifting programs. We also make sure you're aware how changes in tax law may impact your plan.
• Insurance Evaluation & Oversight: Insurance is an important component in protecting and preserving wealth, and the cost of poor planning can be substantial. We help our clients understand asset risk and liquidity. With that understanding in place, we can find the most effective and affordable insurance solutions.
• Cash Flow Management: We monitor your cash needs and investment programs annually to ensure you're covered without sacrificing optimal returns. We also provide detailed cash flow reports to review with you to plan for your upcoming needs.
• Philanthropic Planning: Rootstock works with you to determine appropriate giving programs. For large donors, we work closely with your tax advisors to plan out major gifts to maximize deductibility.
• Family Governance and Education Planning: Outstanding financial guidance depends on wealth owners understanding their responsibilities. At Rootstock, we recognize that financial education and establishing family values are critical to helping future generations preserve and build wealth. As such, we've partnered with firms that specialize in this area to create customized plans that work for your family.

Get in Touch

Rootstock is now accepting clients with $5 million or more in investable assets. If you'd like to meet to discuss your financial future, please call or email us at (412) 205-8817 or hello@rootstockadvisors.com.