Welcome to the Future of
Wealth Management

We’re glad you’re here! If you are in a place in your life where retirement, security and long-term planning are a priority, then you’ve come to the right place. At D.B. Root & Company, we specialize in retirement income planning and investment management. We believe these two disciplines are critically linked and we have dedicated our practice to offering first class advice and implementation in these areas.

Our process for meeting your long-term goals includes strategies rooted in risk management and cutting edge investment research. For us, keeping an eye on the future is truly our focus, with a goal of getting retirement right for our clients.

Of course, we deliver a full line of services including advice on insurance, estate planning, tax return preparation or any other areas of financial planning. One of our award-winning advisors will meet with you to discuss your unique needs, and show you what the Future of Wealth Management means to achieving your retirement income goals.

David B. Root CFP®, AIF®
Founder and CEO


OUR PLEDGE TO YOU

Transparency

Accountability

Objectivity

Trust

VIDEOS

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Watch: David Root, CEO, Welcomes You to the Future of Wealth Management

TAKE ROOT BLOG

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Should You Tell Your Children?
April 17, 2014

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