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Rooted Wealth Advisors

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Investments

About Us

We provide customized financial advice and comprehensive wealth management, while building a personal connection and knowing our clients by name. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC.

Our firm’s mission is to provide insightful and timely financial planning and investment advice for clients of all ages and walks of life. Investment advisory services offered only by duly registered individuals through Wall Street Financial Group and/or AE Wealth Management, LLC (AEWM). Wall Street Financial Group, Inc. and AEWM are not affiliated companies.

Rep/Contact Info

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Zach Gray
CRPC, LACP Founder

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