Arrowroot Family Office 1107 Investment Boulevard, El Dorado Hills, CA 95762
About the Business
Arrowroot Family Office is a finance institution located at 1107 Investment Boulevard in El Dorado Hills, California, United States. We specialize in empowering families and entrepreneurs through comprehensive financial solutions. At Arrowroot Family Office, each client is assigned an entire team based on their individual financial planning needs and goals. Unlike many investment advisory firms, we are not influenced by private equity owners or shareholders solely focused on profits. Our multidisciplinary group of advisors collaborates with high net worth individuals, entrepreneurs, families, and family offices to help them achieve their financial goals. Your success is our purpose at Arrowroot Family Office. Visit us at 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292.
Photos
Location & Phone number
1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762, United States
Hours open
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I am happy be a client of Lagunitas Asset Management. They listened to our families' priorities, have made excellent investment recommendations, and been very responsive to questions and conversations. Through the economic turmoil associated with COVID-19, our financial assets have performed very well with Lagunitas. Great people, good service, knowledgeable. Highly recommended."
"Our experience with Lagunitas Asset Management has been one of professionalism and great communication. Aside from our Positive return on investment, the level of service from Michael and his team is unparalleled. We have placed our entire family’s trust in Lagunitas Asset Management including our young children. Michael has worked with them 1:1 to understand the fundamentals of investing and continues to coach them and teach them about each investment opportunity both immediate and long term."
"Mike and Cass at Lagunitas are one of a kind individuals! You just don't find this level of kindness, care and character matched with such vast knowledge, expertise and professionalism. I am more successful when I surround myself with good people who are smarter than me and thats Mike and Cass. I can't afford to not have them on my team. Business relationships that grow into true friendships create next level service. I've found that here and wouldn't go anywhere else."
"Lagunitas Asset Management not only manages all of our personal accounts, but also our clients' accounts. Most importantly we consider them family. If you're ever looking for an organization to get the job done, that you can trust, then this is the team you want to work with. Thanks Michael & Cass!"
"The people at Lagunitas Asset Management are very bright and also caring. They work with small investors (regular folks who are making and saving money) and also large organizations. Michael Knittel has been recognized for his skills as a five Star Wealth Manager. He’s very focused on staying ahead of changes in the investment markets to protect his client’s assets. Cassandra Barry is one of the warmest and most and caring people I have met in a long time. She is also extremely bright and informed. I have had great conversation with both Cassandra and Michael bout the real estate market around the (Greater Sacramento area, Folsom, El Dorado Hills and the Foothills) and the directions the market can take in the year to come. They are very informed. If you are considering getting advice on investments, financial planning and wealth management, why not start here with Lagunitas?"
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos