Strategic expansion Archives

Arrowroot Family Office continues its expansion by merging with Great Life Investing LLC for greater Wealth Management Expansion

Arrowroot Family Office is thrilled to announce its merger with Great Life Investing LLC, based in Tacoma, WA. A renowned wealth management and financial planning firm in Washington State and the surrounding area managed by Crystal McMahon. This strategic partnership merges Great Life Investing's decades of financial planning, portfolio management,...

February 11, 2024Press Releases, Strategic expansion

Merger between Lagunitas Asset Management and Arrowroot Family Office.

Arrowroot 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

AFO continues its strategic expansion in Michigan with Matthew McEwen as VP.

Matthew 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