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.
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