Rooted Wealth Management, based in Modesto, California, is a financial advisory firm focused on building long-term relationships and personalized financial strategies. The firm offers services such as retirement planning, investment management, and wealth preservation, tailored to meet the unique goals of individuals and families. With a mission to simplify complex financial decisions, Rooted Wealth Management emphasizes transparency, education, and client-first solutions to help clients thrive financially at every stage of life.