Rooted Wealth Advisors Email Format
Financial ServicesIllinois, United States11-50 Employees
Rooted Wealth Advisors operates within the financial services field, delivering investment advisory services through its firm, Rooted Wealth Advisors, INC. Its focus is on helping individuals and families manage their finances and navigate long-term planning, with an emphasis on guidance from someone who knows them by name. The approach centers on tailored, person-to-person advice rather than generic recommendations. The company is based in Bourbonnais, Illinois, and operates as a small to mid-sized team. Zach Gray is the founder. All client-facing materials are presented for informational purposes and are not legal, tax, or investment advice.