Core Services

Data Gathering Service - Compiling all of your family's financial information can be time-consuming and frustrating.  D.B. Root assigns each family member a personal Data Gathering Specialist that will meet with you in your home or office to make this process simple and hassle-free.

Investment Planning and Management - Working with you to understand your income needs and the legacy you want to create, we design a customized strategy just for you based on institutional quality research and execution.  Updates regarding your account strategy will be provided each quarter to keep you informed.

Tax Planning and Accounting Services - Our integrated service provides a streamlined approach to tax preparation and accounting, minimizing the time you spend preparing your taxes and coordinating monthly bills.

Risk Management - D.B. Root considers all of the traditional risk exposures in life (death, disability and long-term care), as well as property, casualty, health and automobile insurance needs.

Estate Planning - Our integrated service ensures that your estate planning documents reflect your personal financial goals.  As your life and financial picture changes, our team of experts will monitor these documents so you do not have to worry about them.

Comprehensive Reporting, Reviews and Personal Virtual Online Office - Your virtual office is always open - you will have access around the clock to comprehensive, consolidated reporting of your assets, ensuring that you always have a clear snapshot of your net worth and other important metrics.

Coordination of Professional Advisers - D.B. Root takes care of cooperating with all of the financial, legal, tax and insurance advisers associated with your account, so you do not have to make all of the individual calls yourself.