Thank you for watching our television program!
What can we help you with? We’ve got time to talk.
Let's Chat!
Complete the form below to request a time to talk about the topic that caught your attention or anything else you’d like to know more about in your retirement planning.
We never spam. By clicking this button, you consent to be contacted by a financial professional by phone, email, and/or automated SMS regarding your financial strategy. You may unsubscribe at any time. Consent is not a condition of receiving services.
Zach Gray, CRPC®, LACP
Rooted Wealth Advisors
Zach has always believed in planting deep roots in everything he’s done, remaining committed long enough and working hard enough to watch his endeavors flourish over time. But for Zach, planting deep roots goes even further than commitment and hard work; it’s about staying true to his values and developing deep connections with the people in his life.
As an advisor, planting deep roots means providing his clients with customized financial advice and building a tailored, grounded, solid plan that helps protect their assets and grow what is most valuable to them and their families. It also means deeply valuing the connection he builds with his clients and their families, as an extension of his own.
Zach passed the Series 6, 63 and 65 securities exams and holds insurance licenses in multiple states. He earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, as well as the Life and Annuity Certified Professional (LACP) designation.
Rooted Wealth Advisors
https://rootedretirement.com/ | zachgray@rootedretirement.com | (866) 766-8332
IMPORTANT NOTICE AND DISCLOSURE The information and material contained in this communication is confidential and intended for the recipient addressee named. If you are not the intended recipient, please delete the message and notify the sender immediately. Rooted Wealth Advisors is an Investment Adviser registered with the Securities and Exchange Commission. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of any description of securities, markets or developments mentioned. As a precautionary measure, we cannot rely on e-mail requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions. Such requests, orders, or other instructions sent by email should be confirmed verbally prior to their anticipated execution. We are unable to ensure email sent to you from us or sent from you to us will be received. Please contact us at (815) 918-4727 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Rooted Wealth Advisors with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
11/23-3217362