Rooted Wealth 925-280-57778
About Us

Our Goals are YOUR GOALS

No matter where you are on the on your career path, we are here to help!

We understand the life of a dentist. We know you have worked hard to get to where you are at. You deserve to have a successful and happy career. We believe that you shouldn't have to wander in darkness when it comes to making important financial decisions. Whether its deciding what practice to buy, how to manage your debt, when to prepare for retirement, how to plan for taxes, or making other smart financial decisions, we've seen it before. Our goal is to create the resources you need to excel and put them at your fingertips. 
Dental School

As a dental student, how do you feel about your future? Are you hearing about some of the negative trends of being a dentist? Don



New Practice Owner

What did you get yourself in to buying this practice? How do I know if I

Mature Practice Owner


Winding Down

The end is in sight. What is the best way to sell my practice? When should I sell? Do I have enough money to retire?



Our Team is YOUR TEAM