10/08/2026
We have some exciting news to share about the future of Rooted Wealth Management.
Our practice has joined Independent Advisors alongside Waypoint, Wealth Management and Financial Strategies.
For our clients, the foundation of our work remains the same. We’ll continue operating as Rooted Wealth Management with the same focus on understanding each client’s financial needs, preferences and risk tolerance before making recommendations.
What this move adds is access to broader planning, investment and operational resources through Ascentis, giving our team additional support as we continue helping retirees, those preparing for retirement and business owners navigate the financial decisions ahead.
We’re excited about this next chapter and thankful to our clients for the relationships that have made it possible.
Read the full announcement: https://lnkd.in/p/eS-fd9Cm
