Rooted Wealth Advisors - Bourbonnais, Illinois

scott H.

We had been clients of a large national insurance company for many years. While they helped put us in a good retirement position, we really felt that tax planning and a long term vision were lacking. As we were in our late-50’s, we were hoping to find an advisor that would evaluate our current position and help fine tune our future.

We were introduced to the Denver office of Rooted Wealth Advisors in 2023. They evaluated our existing portfolio and pointed out areas of improvement with lower risks and costs, but most importantly introduction of a long term tax strategy. We appreciated Connor Zimmer’s sharp mind and broad financial knowledge, personal approach, and execution of a well informed retirement strategy.

Today, we couldn’t be happier with the portfolio’s overall growth and the genuine care shown to my wife and I through the tremendous people (and programs) at Rooted Wealth Advisors. They are truly a trusted partner.

Cara W.

Cannot say enough good things about Rooted. I feel supported by my advisor, Logan, and he is always available by email or phone with questions. I know my investments are in good hands and I can reach out with any financial question. Highly recommend!

Bridget B.

Thank you Zach and your team for the Windy city Smokeout adventure!! Your team was spot on taking care of us to make sure we had a memorable experience! Great job!!

Cynthia R.

I am so glad I responded to an invitation to hear Zach early last year. I have a pretty good understanding of investments and I have found Zach to be thorough, caring, knowledgeable, and active in managing my portfolio. His team is always friendly and helpful as well. I am very pleased and feel confident when recommending him.

Randy S.

Have been working with Zach and group for a while now, and have been very impressed by their approach to things. They are honest brokers. Obviously, they are in business to make money, but they are truly concerned about their clients needs and their future. They put time and effort into your account, and make you feel comfortable that you are doing the most to maximize your benefit. It is a good feeling to have people like them to help you navigate through these turbulent times.

KL C.

We, my wife and I made the quick decision to pull the plug and have me retired just over 2 years ago. We had talked to a few Financial firms. And we thought we had decided who to go with. Then, one day, I came across an individual that told me about Wall Street Financial Group. He said they are local and a great company.
So, my wife and I made an appointment. We met with a young gentleman by the name of Zach Gray. He introduced himself, told us a little about him and his background. Which, in truth, is what caught the attention of my wife and I. See, Zach is just an ole country boy at heart, who loves to help people and has a knack with numbers. He made us feel as if we would be joining a family, not just becoming clients to a Financial Firm. After spending nearly an hour with Zach WE made our decision to place Zach and his amazing team in control of our future.
Remember when I said Zach is country at heart? Shortly after we joined the family, him and his team, rebranded the firm to Rooted Wealth Advisors. This absolutely describes this firm to a "T".
Here's how it works in our eyes. You talk with Zach, Duke or John. They ask you what you want to do with your future. Then, they build a plan, and they present that plan to you. You give them your life savings. Then you sit back and watch it grow. It's like planting a seed "your investment". Then Rooted Wealth, nourishes it. They watch it closely, add a little here, remove some from here. And it grows! Hence: Rooted Wealth Advisors.
Zach has hand picked, one of the best teams I've ever been associated with. I honestly couldn't see us anywhere else.

I retired from a large company. We had many Financial groups calling and calling to get our retirement accounts. Through the pandemic many of us retires called each other to see who was doing what. I'm not going to give you the exact numbers. But I will tell you, Zach's team had a 5-7% higher return over other much larger firms.

So, with that said, we will be with Rooted Wealth Advisors until the cows come home!! You won't find a financial firm that knows you like this team does. You won't find another firm that treats you like family, like this firm does. And, you won't find better people that will work as hard as this firm does.
If you want the Best in the Midwest, Rooted Wealth Advisors is the firm for you. You won't regret it!!!

Krystal S.

I absolutely love the service my husband and I receive at WSFG. After each annual meeting we leave confident in the choice we have made to entrust Zach and his wonderful staff with our future. He has given us so much guidance as we contemplate retirement. I highly recommend him to everyone I know!

Angela H.

Zach and the team are wonderful! They take the time to do a thorough review of your financial plan. They make us feel secure and confident in our retirement planning.