ROOTS FIRST WEALTH MANAGEMENT

Overview

Roots First Wealth Management is a small independent RIA focused on delivering financial planning and portfolio management to individual and family clients. The firm combines fee-based investment management with fixed-fee planning services and runs educational workshops. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting support. Roots First places the bulk of client capital into pooled public funds — primarily mutual funds — and structures portfolios around those vehicles rather than direct-stock concentrated strategies. The firm is not positioned as an ESG-focused manager, and it does not operate as a multi-state or pension-only adviser. It has an insurance company affiliation that can support insurance product access for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices