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, and tax strategy with Arrowroot Family Office’s expertise and proficiency in operations, investment research, and complex planning for high-income individuals and high-net-worth families.
This collaboration empowers the conjoined firm to offer an expanded array and range of services, adding in a talented group of advisors with specializations in investment management, estate planning, and tax planning. Clients can expect an even deeper level of personalized service backed by a larger and highly skilled team.
The decision to join forces was rooted in a shared commitment to the highest standards of fiduciary service and integrity. By combining forces, both teams aim to enhance client experiences, providing more in-depth planning and strategies while maintaining the exceptional level of personal service that clients have come to expect.
About Arrowroot Family Office, LLC
Arrowroot Family Office is a registered investment advisor and financial and tax planning firm. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and collaboration, the principals and staff of Arrowroot Family Office provide a high level of service, transparency, and value to its clients. For more information, please visit www.arrowrootfamilyoffice.com.