Click here to join our weekly in-person and virtual educational workshops to secure your financial future.
Arrowroot Family Office
Search
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
  • About
  • Press
  • Contact
  • BOOK A CALL
BOOK A CALL
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
  • About
  • Press
  • Contact
  • BOOK A CALL
A Beginner's Guide for Personal Wealth Management

A Beginner’s Guide for Personal Wealth Management

AFO2023-05-15T05:01:55+00:00

A Beginner's Guide for Personal Wealth Management Reviewed by: Dan Casey Dan Casey Vice President Vice President, Financial Planner, and Portfolio Manager at Arrowroot Family Office. I manage clients' investment portfolios and help them find solutions and optimal strategies for their financial needs. In addition to my passion for finance, I am an exercise physiologist...

April 3, 2023Blogs, Investment, Wealth Management
Read more +

Active Vs. Passive Investment: How To Choose The Right Strategy

AFO2022-07-25T10:25:34+00:00

When investing, people often wonder what is the best strategy(active or passive investment)? First, Active investing is buying and selling investments based on research or a set trigger. Active investors try to outperform the index they are tracking, like the S&P 500 index, which is made up of the largest publicly...

March 29, 2022Investment
Read more +

Four Easy Steps To Creating A Successful Investment Strategy

AFO2022-09-05T08:16:16+00:00

Every successful investor is sustained in the investment market by the validity of their investment strategy.

June 25, 2021Investment
Read more +

Why Prepare Your 401(k) Plan?

AFO2021-05-04T18:35:58+00:00

Having a 401(k) plan and regularly contributing to it is a good way to prepare for retirement. If you do have access to this type of plan,

May 4, 2021Investment
Read more +

Building A Long-term Investment Plan That Works

AFO2022-07-20T12:49:46+00:00

Building The Best Investment Long-term Plan that works When building an investment portfolio, there are two options to pick from – you can choose to go fast and short term or long term and steady. The best investment long-term approach is the one that can make you stay on level ground....

May 4, 2021Investment
Read more +

Differences Between A Chartered Financial Analyst And A Certified Financial Planner

AFO2022-07-20T12:50:02+00:00

Differences between a Chartered Financial Analyst and a Certified Financial Planner Certifications exist in many industries that show the level of proficiency of industry professionals. The finance sector also has quite a few including the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). These certifications obtained by financial advisors inform...

May 4, 2021Investment
Read more +

Main Differences Between Inheritance Tax And Estate Tax

AFO2022-07-20T12:50:11+00:00

Main Differences between Inheritance Tax and Estate Tax The death of a relative passes many things on to family members. There would be sorrow, pain, expenses, and real estate if the deceased had any such property. Even with the family grieving, certain costs related to federal-level and state-level taxes must be...

May 4, 2021Investment
Read more +

What You Need To Know Before You Invest!

AFO2022-07-20T12:50:20+00:00

What you Need to Know Before you Invest! Anytime I see an enticing investment opportunity I say to myself, “why not take out time to do proper research, why not painstakingly create an investment strategy that works before jumping on the market?” It is easy to jump on any form of...

May 4, 2021Investment
Read more +

What Trusted Estate Planning Attorneys Want You To Know About Financial And Estate Planning.

AFO2022-07-20T12:50:28+00:00

What Trusted Estate Planning Attorneys want you to know about Financial and Estate Planning. Financial planning and estate planning can be compared to a Venn diagram image where two circles intersect. They are both interested in financial assets, they cater for the security of such assets, they help their clients plan...

May 4, 2021Investment
Read more +

Why Should You Be Interested In Trust And Estate Planning Services Near You?

AFO2022-07-20T12:50:37+00:00

Why Should You Be Interested in Trust and Estate Planning Services Near You? Every single person has an estate. By estate, we are referring to every single thing you own: from your favourite stamp collection, your pets, houses, cars, auctioned art pieces, lands, or investments stashed away. As valuable as these...

May 4, 2021Investment
Read more +
12Next  

Discover the Secrets of Financial Freedom​

Learn More

Services

Links

Newsletter

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A Mergers
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login
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.

Form ADV Part 2.pdf

Form CRS .pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A Mergers
  • 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.

Form ADV Part 2.pdf

Form CRS .pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252

Services

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

Links

  • M&A Mergers
  • 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.

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 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