Guidance that goes with you everywhere
The whole picture, one roof.
A relationship made to last.
Your financial world is bigger than a portfolio, and you deserve a wealth advisor who can see and support the full picture.
Arrowroot Wealth Advisors is built to be your single source of counsel. Led by your wealth advisor, we operate as one team providing a complete view of what your money is doing now, and what it needs to do next.
Founded in the wake of the 2008 crash, we stand in defiance of the generic wirehouse approach. As true fiduciaries, our advice is not influenced by personal gain. We adopt technologies that deliver real insight and efficiency, and seek to maintain a personal, direct connection between client and advisor.
Our approach is different by design. You'll feel it in everything we do.
What’s your focus today?
Your destination tomorrow?
Building wealth
Wealth doesn't accumulate by accident. It is the result of deliberate decisions and the financial discipline to see the long view.
We help founders, executives, and rising professionals build on their hard work and prepare for what comes next.
Build a portfolio that supports your timeline, your tax situation, and your big picture goals.
Get forward-looking coordination across your financial world to optimize position.
RSUs, ISOs, NSOs, ESPPs, and 10b5-1 plans managed to limit exposure and optimize returns.
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Protecting wealth
The work of building wealth is quickly undone by not planning ahead. Tax exposure, liability gaps, business concentration, and the structures that no longer fit the situation can quietly erase years of careful decisions.
We help business owners, high-earning households, and families with complex financial lives put the right structures in place before they have to be tested.
Life, disability, long-term care, and umbrella coverage sized to your actual exposure. No products sold on the side, no commissions buried in the recommendation.
For owners whose largest asset is the company they built. We handle the personal wealth picture so the business isn't carrying everything.
Living from savings
At some point the portfolio stops being a savings vehicle and starts being the paycheck. The work shifts from accumulation to coordination, with income strategy, tax sequencing, healthcare costs, and the order of withdrawals all carrying more weight than they did during the building years.
We help pre-retirees and retirees translate decades of savings into income built to last.
Drawing income from what you've built, structured to last as long as you need it to and tested against the scenarios most people don't think to plan for.
A coordinated plan that ties investments, tax, estate, and cash flow together so decisions in one area don't undercut another.
Passing wealth on
What gets left behind takes the same intention as what got built. The documents, the structures, and the conversations about who receives what and when all carry the weight of years of work, and the architecture that supports them has to be in place long before it is needed.
We help established families coordinate the legal structures, the tax-aware gifting strategies, and the family clarity that shape what continues after them.
Documents, structures, and intentions for what continues after you. We coordinate directly with your attorney so the legal architecture reflects what you actually want.
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The work and how it is different
Real attention
Real attention
The advisor on your agreement is the one doing the work. Concentrated client books mean your advisor knows your situation, picks up the phone, and stays close to the relationship.
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Single-source support
Single-source support
Investments, planning, tax, estate, retirement, and equity comp, handled under one roof. One relationship, one view of the whole picture.
Fiduciary guidance
Fiduciary guidance
No commissions, no proprietary products, no incentives that pull in the wrong direction. We are legally and ethically required to act in your interest first.
Powered by technology
Powered by technology
The platform behind your guidance is always being sharpened. Secure, institutional-grade tools are available to every client as soon as they're ready.
Global vision.
National footprint.
Local expertise.
Find an advisor with perspective on global markets and national frameworks, whose guidance is shaped by local dynamics.
Across six offices, the Arrowroot Wealth Advisors team moves as one so every client shares the same access to firm resources and expertise.
Rob works with founders, executives, and families navigating concentrated wealth, business exits, and generational planning. He founded Arrowroot in 2013 and leads the firm from Southern California.
Cassandra works with clients on retirement planning and Medicare strategy, with deep expertise in healthcare cost planning and the tradeoffs that shape later-life decisions. She is a licensed insurance agent with more than 12 years in financial services.
Crystal works with individuals, families, and business owners on financial planning, investment management, and tax strategy. She is a CFP® and IRS Enrolled Agent with over two decades of experience.
Irene oversees operations and regulatory compliance across the firm. She brings more than 22 years of financial services experience across investments, capital markets, operations, management, and sales.
Mark works with families and business owners on financial planning, portfolio management, and tax strategy, with a particular focus on cash flow and long-range projections. He is a CFP® and IRS Enrolled Agent.
Diane works with individuals, families, executives, and retirees on retirement planning, investment strategy, and long-term wealth management. She is an Accredited Investment Fiduciary® with over 30 years of experience.
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Perspective for the path you’re on
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Let’s get started
Tell us where you are, where you're headed, and what you're working with. We'll help you get there.
