We are empowering families & entrepreneurs through comprehensive financial solutions
We are a multidisciplinary financial management organization that provides comprehensive solutions to affluent families and entrepreneurs across generations. Arrowroot Family Office is designed with the intent to provide holistic wealth management regardless of the size of a client’s net worth. We provide comprehensive planning and coordination of all financial aspects of an individual or household including investment management, retirement planning, tax planning, estate planning, and much more.
Why Families & Entrepreneurs Choose Arrowroot
We’re your trusted financial custodian
We’re your trusted financial custodian
We charge our clients according to their needs
Team-based approach
Each of our clients will have an entire team assigned to them based on their financial planning needs and goals.
We are employee-owned
Unlike many investment advisory firms, we are not beholden to private equity owners or shareholders who are solely focused on profits.
We don’t have account minimums
Create multi-generation wealth
Your Financial Success Is Our Motive
What Makes Our Firm Unique?
- We customize our fees according to your needs.
- We use best-in-class technology to allow clients to monitor their financials.
- We are not beholden to private equity owners or shareholders.
- You will have an entire team assigned to you based on their financial planning needs and goals.
- We provide the same level of high service, transparency, technology, and advice regardless of account size.
- We are fiduciaries, we don’t sell products. We only act in your best interest.
- Frequent Communication & 24/7 availability.
- Virtual or in-person meeting.
Our Process
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over 100 years of combined fiduciary experience
Recent events
You’ve worked hard to establish your wealth and build a bright future for your family. Arrowroot Family Office is a multidisciplinary group of advisors, who work collaboratively with high net worth individuals, entrepreneurs, families, and family offices to achieve their goals. Your success is our purpose.
Rob Santos
CEO