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    • Multi Family Office Services
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    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
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Asset Allocation & Financial Planning 2Q 2025

ramtin2025-05-08T21:38:59+00:00

AAFP-2Q2025-aegasis_04.21.2025 Download

May 8, 2025Press Releases
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Global Economic Activity 2Q 2025

ramtin2025-05-08T21:35:21+00:00

Econ-2Q2025-jageas_04.21.2025 Download

May 8, 2025Press Releases
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Market Themes 2Q 2025

ramtin2025-05-08T21:16:06+00:00

QMP-2Q25-trsasqad_04.21.2025vF DOWNLOAD

May 8, 2025Press Releases
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Q2 2025 Markets Discussion

ramtin2025-05-06T18:24:41+00:00

Q2 2025 Markets Discussion

May 5, 2025Press Releases
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Fortune Magazine’s “Five Star Wealth Managers Under 40

ramtin2025-04-29T19:32:01+00:00

Arrowroot Family Office is proud to announce that Daniel Casey, Director, has been recognized as one of Fortune Magazine’s “Five Star Wealth Managers Under 40” in the February/March 2025 issue.

April 29, 2025Press Releases
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A discussion about the market, the economy, tariffs, and planning opportunities.

A discussion about the market, the economy, tariffs, and planning opportunities.

ramtin2025-03-31T18:22:58+00:00

Arrowroot Family Office is proud to announce the promotion of Dan Casey to the position of Director, recognizing his outstanding contributions and leadership within the firm. Previously serving as Vice President, Dan will now take on an even more senior role in the Rochester Hills, MI office as well as...

March 17, 2025Press Releases
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Here are my year-end tax planning tips

ramtin2024-12-18T22:32:14+00:00

If you haven't already, now is the time to talk to your Tax Pro about whether it makes sense to take Bonus Depreciation or Section 179 deductions before the end of the year.

December 18, 2024Blogs, Tax Planning
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Arrowroot Family Office Promotes Dan Casey to Director

ramtin2025-04-29T18:46:40+00:00

Arrowroot Family Office is proud to announce the promotion of Dan Casey to the position of Director, recognizing his outstanding contributions and leadership within the firm. Previously serving as Vice President, Dan will now take on an even more senior role in the Rochester Hills, MI office as well as...

October 24, 2024Press Releases
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Asset Allocation & Financial Planning

Asset Allocation & Financial Planning

ramtin2024-10-17T18:06:09+00:00

AssetAllocationFinancialPlan DOWNLOAD

October 17, 2024Press Releases
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Global Economic Activity

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Economy DOWNLOAD

October 17, 2024Press Releases
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  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
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Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel