3Roots Wealth Partners

3Roots Wealth Partners

Financial-Services

Scottsdale, Arizona
United States
Company Tagline

Rooted in Trust. Growing Together.

Industry Category
Financial-Services
Company Description

3Roots Wealth Partners is a leading independent financial advisory firm based in Scottsdale, Arizona, dedicated to providing exceptional service to affluent individuals and families. Rooted in a commitment to trust and a forward-thinking approach, 3Roots Wealth Partners combines innovation and care to build lasting relationships and achieve meaningful financial outcomes for its clients. With a team of seasoned professionals boasting over 30 years of combined industry experience, 3Roots Wealth Partners offers comprehensive financial planning, investment management, and wealth preservation strategies tailored to each client's unique needs and goals. Our primary address is Scottsdale, Arizona 85257, US. 3Roots Wealth Partners is focused on building a future of financial stability and growth for our clients. The future for 3Roots Wealth Partners is one of continued expansion and leadership in the financial services landscape. We invite you, esteemed manager, to collaborate with us and create a customized company showcase and product listing on our platform, highlighting the unique value that 3Roots Wealth Partners brings to the market.

Key Personnel / Employees
Alex Cohen CFP® Brandon Scott

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Alternative Company Names

This company is also known as

3Roots Wealth Partners