Rooted Wealth 925-280-57778
Dedicated at Helping Dentists

Simplify Their Financial Questions

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't fear, we know how to help.


It's time to hone your skills and position yourself for the rest of your career. What kind of dentist do you want to be? Will you be ready to buy a practice? Will the practice be a good fit for you?

New Practice Owner

What did you get yourself in to buying this practice? How do I know if I'm leading this practice in to the ground? How can I be successful as a business owner?

Mature Practice Owner

You've finally figured it out. It feels like your practice is cruising. When do you hire an associate? When and how do you start planning for retirement?

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?


It's not over yet. How to best manage my money in retirement? How can I do the things I love?

Our Team is YOUR TEAM  

Our purpose is to serve you. We do everything we can to help you find financial peace as you navigate your dental career.