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
ramtin2022-08-16T21:06:51+00:00
Lagunitas Asset Management

Arrowroot Family Office continues its strategic expansion and is thrilled to announce the merger between Lagunitas Asset Management and Arrowroot Family Office. 

This merger comes at a perfect time as Arrowroot Family Office is looking to expand its office and expand its reach. Lagunitas Asset Management is a firm specializing in investment portfolio management and financial planning. Situated in the beautiful El Dorado Hills of California, they strive to create generational wealth for each client and their family, business, and community. Lagunitas Asset Management provides services such as Investment Management, Debt Analysis, Retirement, and Financial Planning, Estate and Investment planning, Tax strategies, and much more.  

Lagunitas Asset Management’s purpose is to propel its clients towards financial success by utilizing the best methods available and serving as their financial concierge. With decades of experience in handling private investment portfolios, they possess critical knowledge of the intricate nature of financial markets and the emotional habits of investors, which empowers their clientele to make more intelligent and informed decisions. This level of dedication and expertise has drawn Arrowroot Family Office to partner with Lagunitas Asset Management to continue the mission of maintaining the highest standards of service with our clients.   

Lagunitas Asset Management fits the values and philosophies that we at Arrowroot Family Office share. Building quality relationships with clients and helping them achieve financial success and stability so that they can create generational wealth are joint goals that we cannot wait to continue to provide together as a team. Together we will endeavor to know and understand your financial situation intimately and provide you with the highest quality information and services.  

“As Arrowroot expands its domestic footprint and invests in our people and clients, we couldn’t be happier with Mike & Cass joining the team. It became clear to me very early on in my conversations with Mike & Cass that their integrity, experience, and passion for their clients aligned very well with our culture and philosophy here at Arrowroot.“ 

 – Rob Santos / CEO / Arrowroot Family Office 

“Our search for the right firm to expand with was intentional from the start, as it was incredibly important for us to continue to build with people who led with authenticity and high moral character.  Since the day we first spoke with Rob and then Irene, their hearts for doing right by others was clearly evident.  This merger with Arrowroot gives us tremendous peace of mind that we’ve truly found partners that share our values for putting clients first.  It truly feels like family.” 

– Michael M. Knittel | Portfolio Manager; Partner 

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. 

Press Releases, Strategic expansion

Share this post

Facebook Twitter LinkedIn Email WhatsApp

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *


Related Posts

We are proud to announce, Matt McEwen has officially obtained the AIF.
29MayMay 29, 2023

We are proud to announce, Matt McEwen has officially obtained the AIF.

We are proud to announce Matt McEwen, an experienced and knowledgeable Vice President within the leadership team at the Michigan... read more

19AprApril 19, 2023

Five Star Wealth Manager Award.

Warren resident Diane Young AIF®, one of the top experienced and knowledgeable partners at the Arrowroot Family Office team, has... read more

Matthew McEwen
09AugAugust 9, 2022

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... read more

30JanJanuary 30, 2023

Diane Young AIF®, one of our top experienced partners, is renewing her term on the Financial Planning Association of Michigan 2023 Board of Directors.

Diane Young AIF®, one of our top experienced and knowledgeable partners at the Arrowroot Family Office team, is renewing her... read more

09FebFebruary 9, 2022

Mark McCarrron CFP

PRESS RELEASE – Mark McCarrron CFP Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser (“RIA”)*... read more

21SepSeptember 21, 2022

Global Equity Markets

Global Equity Markets Global-Equity-Markets_3Q_2022 read more

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