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. We encourage our employees and our clients to embrace our mission: to provide a different kind of wealth management experience, one defined by business excellence and personal integrity.
Rootstock is smart, trustworthy wealth management for individuals and families with five million or more in investable assets. We stand opposed to the arms-length, markup-driven world of large wealth management corporations by providing objective, independent counsel and building fruitful, lasting client relationships.
Rootstock is smart, trustworthy wealth management for individuals and families with five million or more in investable assets. We stand opposed to the arms-length, markup-driven world of large wealth management corporations by providing objective, independent counsel and building fruitful, lasting client relationships.
Services
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.
Think of Rootstock as your personal chief investment officer. We immerse ourselves in every corner of your wealth picture to ensure your investments align with current and future goals. Drawing on talents and resources both inside and outside of Rootstock, we deliver complete, accurate, and timely information to help you make smart investment decisions.
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