Asset Allocation & Financial Planning
Asset Allocation & Financial Planning
July 17, 2023Press Releases
Arrowroot Advisors is pleased to have served as the exclusive M&A advisor to ViaPeople on its recent sale to Solen Ventures.
ramtin2023-07-05T15:12:28+00:00ViaPeople recent sale to Solen Ventures. ViaPeople specializes in people management software and is an influential leader in the human resource software industry. The company provides performance management software, succession planning, and 360-degree feedback solutions that elevate the expectations of clients with unparalleled quality of service. Founders Leah Groehler, Ph.D., and...
April 19, 2023Press Releases
Five Star Wealth Manager Award.
ramtin2023-04-19T20:30:17+00:00Warren resident Diane Young AIF®, one of the top experienced and knowledgeable partners at the Arrowroot Family Office team, has been named a Five Star Wealth Manager in the state of Michigan. Diane Young AIF® has earned this distinguished award for the 5th year, representing Arrowroot Family Office as a...
April 19, 2023Press Releases
Merger between Lagunitas Asset Management and Arrowroot Family Office.
ramtin2022-08-16T21:06:51+00:00Arrowroot Family Office continues its strategic expansion and is thrilled to announce the merger between Lagunitas Asset Management and Arrowroot Family Office.
August 15, 2022Press Releases, Strategic expansion
Arrowroot Family Office is thrilled to announce that one of our dedicated Partners, Diane Young, will be one of the headlining speakers at the Fearless Investing Summit.
ramtin2022-09-05T07:44:45+00:00Diane Young, one of our top experienced and knowledgeable partners on our team, will be joining multiple speakers from our financial service software partner Riskalyze. We are proud to see her speak alongside Board Chair Laurie Shultz, Board Member Tricia Rothschild, and CEO Aaron Klien. The Fearless Investing Summit is...
August 11, 2022Press Releases
AFO continues its strategic expansion in Michigan with Matthew McEwen as VP.
ramtin2022-09-05T07:46:08+00:00Matthew McEwen has joined Arrowroot Family Office as a Vice-President. He recently worked for Edward Jones, running the Berkley Michigan office. Prior to that, Mr. McEwen was in Information Technology for 21 years, entering the field as a Programmer and ending his I.T. journey in Project Management. McEwen will be responsible...
August 9, 2022Press Releases, Strategic expansion
Charlottesville Regional Chamber of Commerce | ‘Chamber Spotlight’
ramtin2022-08-03T20:31:40+00:00After 1.5 years as a Partner at Arrowroot Family Office, Mark McCarron was honored by the Charlottesville Regional Chamber of Commerce as a ‘Chamber Spotlight’ feature. Charlottesville, NC August 2022 – Since its inception, Arrowroot Family Office has been well known for working with its clients to help them achieve their...
August 3, 2022Press Releases
Michael Villarica – AFO continues its strategic expansion
ramtin2022-09-05T07:46:41+00:00As the LA office continues its strategic expansion, the Arrowroot Family Office is thrilled to welcome a new team member that brings a robust set of analytical skills, Michael Villarica. Los Angeles, CA August 2022 – His background in technology paired with his love for analytics made Michael Villarica the perfect...
August 1, 2022Press Releases