Financial Advisors
Denver, CO
Rooted Wealth Advisors is an independent financial advisory firm founded by Zach Gray, specializing in retirement planning and wealth management for families preparing for or living in retirement. They offer comprehensive financial advice through a three-step process: evaluating your current financial position and retirement goals, creating a personalized plan to achieve your retirement vision, and providing ongoing adjustments through regular meetings. The team emphasizes personalized service, treating clients as individuals rather than account numbers, and helps thousands of families build confidence and clarity about their financial futures.
Ideal for: Families approaching or in retirement, individuals seeking personalized wealth management, those wanting ongoing financial guidance and adjustment
Service area: Denver, Colorado and surrounding areas
Founder Expertise & Published Author: Founded by Zach Gray, who has worked with thousands of families on retirement preparation and authored 'Deep Roots: Laying the Groundwork for Retirement,' bringing deep industry experience to personalized planning.
Three-Phase Retirement Process: Structured approach that digs deep into your goals, creates a customized plan, and provides ongoing nurturing through regular meetings to adjust your strategy as life changes.
Relationship-Focused Service: Intentional about understanding your unique goals, concerns, and loved ones rather than treating clients as account numbers, creating truly personalized retirement strategies.
Address: 4600 S Syracuse St Suite 948, Denver, CO 80237
Phone: (303) 856-3000
Website: rootedretirement.com
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