Rootstock Advisors

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. Ours is a simple, effective philosophy: we treat you (and your money) like we would want to be treated; we’ll be here when you need us. Our passion for clients and strong desire to provide an efficient, personal alternative to traditional wealth management made the formation of Rootstock inevitable. After years of witnessing conflicts of interest first-hand, we resolved to take a different approach. As a result, at Rootstock your investment managers are truly independent advisors. They receive no commissions and work to make your fees go down, not up. We believe managing money is simple: increase asset returns, decrease costs. If we’re successful, our clients retain more wealth and we can rest assured that our job has been done well. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered investment advice or a recommendation.