Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Financial Planning for Small Business
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Retirement Income Strategies

Awards & recognition

  • Petite Roche Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Larry Root, Forbes Best-in-State Wealth Advisors, 2018, 2020-2024
  • Larry Root, Ameriprise Circle of Success Diamond Ring, 2005
  • Larry Root, Ameriprise Circle of Success Hall of Fame, 2020
  • Larry Root, Ameriprise Circle of Success, 2005-2024
  • Larry Root, AdvisorHub Fast Growing Advisors to Watch, 2023