Your Financial Partner For Balancing Risk And Reward: For a Lifetime of Financial Security
Thank you for visiting D. B. Root & Company. Here you’ll find an active partner in your financial future. As an independent, fee-based firm, we act as a fiduciary focused on your best interests. We manage capital aiming to optimize returns while protecting against risk. That’s why we’ve created portfolio models that are designed to provide customized Asset Management solutions based on our clients’ goals and risk profile. These asset allocation models use investments that maximize potential returns while managing risk, fees and taxes.
In addition, our personal and comprehensive Wealth Management services utilize industry leading tools and technology to help build a solid financial foundation for you and your family. We work with you to help achieve your financial goals and your life goals. We also partner with some of the industry’s most intelligent minds through our professional network to provide robust, expert services in retirement planning, estate planning, insurance, elder care, legal, accounting and banking.
Contact one of our Wealth Managers to see how our balanced portfolio models compare to your current approach. You’ll also learn more about our complete lineup of financial services for individuals and businesses. For today’s investor looking for new solutions in a changing marketplace, the Future of Wealth Management is here.
David B. Root CFP®, AIF®
Founder and CEO
A Further Look with David Root
MAY 20, 2015
By David Root, Founder & CEO
Take Root Financial Topics Blog
By Tiffany Benigni RPSM, Registered Assistant
Root Source Financial Webinars
Informative conference calls on financial-related topics you can use. View all…