Great Life Investing and Arrowroot Family Office are Merging

Tacoma, Washington State

Over 100 years of combined experience at

About our Tacoma, Washington Office

We are excited to announce that the Great Life Investing team in Tacoma has joined the Arrowroot Family Office network of elite advisors, a national wealth management and financial planning firm. This new partnership will combine a talented national team with expertise in operations, investment research and complex planning for high income and high net worth families and entrepreneurs, with a local team with decades of financial planning, portfolio management and tax experience, allowing us to provide a deeper level of personalized service to our valued clients.
By joining forces, our Tacoma team will be able to provide an even broader range of services including multi-family office, high-net-worth wealth management, estate planning, business consulting and specialized lending.
Most importantly, we will continue providing the same high level of personal service to our clients that we have been providing, and with a larger team supporting us, we’ll be able to spend more time with our clients.
The Arrowroot team is committed to the highest levels of service and integrity, just as our Tacoma team has always been. This was a critical aspect of our decision to move forward with teaming up with them.

We are excited to offer more in-depth planning and strategies for clients after this merger, while continuing to provide the best possible service to all of you.

Crystal McMahon

Crystal McMahon

Managing Director
David W. Noble

David W. Noble

Client Services Manager

Cultivate your financial potential with the expertise of our skilled advisors. Partner with us to ensure the protection and growth of your wealth for a secure 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.

Frequently Asked Questions

The merger of Arrowroot Family Office and Great Life Investing LLC is a strategic decision aimed at combining our strengths and expertise to enhance the range of services we offer to our clients. By joining forces, we create a more robust and comprehensive family office that can better meet the evolving needs of high-net-worth families and individuals.

Our commitment is to provide uninterrupted and enhanced services to our clients. While the merger allows us to expand our service offerings, our focus remains on delivering the same level of personalized and expert wealth management services that both Arrowroot Family Office and Great Life Investing LLC have been known for.

Existing clients can expect a seamless transition. They will be introduced to their dedicated advisory teams, and our priority is to ensure continuity in service. We are committed to maintaining open communication throughout the process to address any questions or concerns.

The merger is expected to create new opportunities for professional growth and development for employees from firms. We are dedicated to fostering a positive and collaborative work environment for our expanded team.

There are no changes to existing fee and pricing structures. We remain committed to providing transparent and fair pricing for our services.

We have a dedicated transition team in place to manage the integration process and ensure minimal disruption for clients. Clients will be introduced to their new operation teams, and communication channels will remain open for any questions or concerns.

Clients and stakeholders can stay informed through regular updates on our website. Additionally, our client service teams are available to address any inquiries, and we encourage following our official social media channels for real-time updates.

I wanted to create a firm where the lifestyle of my clients is the only priority.

Crystal McMahon
Managing Director

11:30PM

Wednesday, 6 July 2022

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