Nothing changes about your day. Find out where your money quietly slips away.

Because your wealth tree is only as strong as its roots.

Let Root Assets show you where your dollars may be slipping away, and then you can decide what to do about it with Root Assets' guidance.

Start with a free intro conversation. No cost, no obligation.

You do everything right, yet you still feel like you're falling behind.

You work hard, and it's time to enjoy the fruits of your efforts. But payments, interest, and taxes can quietly take a share before you ever see it. Together, we find the dollars you may be losing unknowingly and unnecessarily, and then you decide where that money goes. Keeping more of what you already earn can matter more than picking winners, without market dependence.

While others focus on getting higher returns, which often requires more risk, Root Assets PLC focuses on finding where money is slipping through the cracks, all while we help protect what you already have accumulated.

Plain-language answers

Clear explanations, without the jargon, so you can think things through at your own pace.

Talk with us directly

You speak with us directly, not a call center where you get lost in the shuffle or become just another number.

No pressure

Start with a free intro conversation about your goals. No cost, no obligation, only enlightenment about your financial possibilities.

You take control. We help guide you.

We will give you the tools to help you take control. Many of the families and individuals we meet felt the same way before they took a closer look.

250+ families and individuals served

over 21 years of experience

12+ years in business

Nominated for the BBB Torch Award for Ethics, 2024–2026

Meet Root Assets

Root Assets PLC is a financial services practice based in Arizona. Meetings by phone or Zoom. We have 12+ years in business and have served 250+ families and individuals.

Our approach is simple: You shouldn't have to change your lifestyle in order to work on improving your financial position. We work behind the scenes so that you can keep your current lifestyle, with the possibility of less financial pressure and feeling more confident about your financial future.

Nominated for the BBB Torch Award for Ethics, 2024–2026.

Because your wealth tree is only as strong as its roots.

How it works

See your own picture, clearly and in plain language, and receive a free Personal Financial Overview. No cost, no obligation.

Learn to develop your own future, clearly and in plain language.

Choose your next move. You're in control, and we're beside you.

Start with a free intro conversation

Take the first step toward taking back control.

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Jeffrey W. Schultz, Root Assets PLC, Tucson, AZ. NIPR 8494346.

Phone: 520-222-6911 · Mon–Fri, 9 AM–5 PM Arizona time

Tucson, AZ