Wealth Management that begins with you — Not your money
Nothern California Office
Over 100 years of combined experience at
About our Northern California office
Nestled in the foothills of the Sierra Nevadas, our team has been helping families achieve long-term financial success since 1999. We are dedicated to providing our clients with the highest level of fiduciary service, acting as their unbiased advisors and stewards for all of their financial matters. Our unique value proposition is rooted in actively cultivating trust and honesty through open dialogue, collaborating closely with each family we serve on a journey towards peace-of-mind and stability. Through our understanding that no two families have identical needs or goals, we strive to provide comprehensive advice tailored specifically to each individual’s needs. As experienced advisors, it is our mission to guide every family along an optimal path from success today towards sustained prosperity tomorrow so that they can focus on what truly matters most: enjoying life and connecting meaningfully with those around them.
Partner with our experienced advisors to unlock your financial potential. Let us help you achieve your goals and secure your future.
ARROWROOT FAMILY OFFICE SERVICES
By using cutting-edge technology, Arrowroot Family Office can bring a high level of service and expertise to each and every client. What was once the purview of the ultra-high net worth, is now available to more families. Let us show you how we can help you preserve, protect, and grow your wealth.
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Tailored financial solutions designed to meet your unique needs. Let us help you achieve your goals and secure your future.
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Comprehensive wealth management solutions to grow and protect your assets. Let us help you achieve your financial goals and legacy.
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Experience comprehensive family office services for affluent families. Let us expertly manage your wealth and ensure a lasting legacy.
Helping you achieve your evolving financial objectives
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