Wealth Management

Family Office for the mMillionaire

By specializing in retirement planning and investment management, we help the middle class investor retire comfortably and have financial confidence in their investments.

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DB Root mMillionaire

Our Professional Network

At D.B. Root & Company, our clients expect advice that is comprehensive, thought-provoking and all-encompassing. That’s why you can expect your D.B. Root & Company Advisor to make sure that your estate plan is up-to-date, that you have a tax planning strategy, that your insurance coverage is adequate and that your debt is structured to be the most cost-effective.To help us deliver superior advice – and help you act on our recommendations – we have developed a network of professionals that include attorneys, insurance professionals, accountants and private bankers, all with the same goal: to help you implement your financial plan.

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DBRootRetirementPlanning

Holistic Financial Planning

At D.B. Root & Company, we offer a comprehensive wealth management approach that provides our clients with financial  strategies for all areas of their personal and business lives. From portfolio management, estate and retirement planning through tax and insurance advice, our team of advisors take all of the necessary steps to help you keep your life goals on track.

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holistic