Client Portal
Rooted in Trust. Growing Together.
3Roots Wealth Partners is an Arizona-based independent financial advisory firm, founded by partners with over 30 years of combined industry experience. We serve affluent individuals and families with a client-first, forward-thinking approach that marries trust, innovation, and care.
Our Story: Why 3Roots Was Born…
3Roots Wealth Partners was founded on a simple belief: every investor deserves personalized attention and cutting-edge strategies without compromise. With a collective 30+ years of financial industry expertise, our founders recognized that clients were becoming lost in large institutions where they felt like "just another number."
Rooted in Arizona's vibrant community, we built an independent firm that prioritizes authentic relationships over corporate quotas. Our 30+ years of combined experience taught us that true wealth management requires both sophisticated expertise and genuine human connection.
We believe that true financial guidance goes beyond numbers on a page—it’s about aligning wealth with life’s purpose. That’s why our approach integrates cutting-edge investment solutions with a values-driven philosophy. We’re committed to being more than advisors; we’re partners who walk alongside our clients through every stage of their journey, ensuring that financial decisions remain rooted in trust, clarity, and long-term growth.
Our Core Values
Rooted in Integrity
Every decision and recommendation is guided by complete transparency and unwavering honesty. Your trust is our foundation.
Financial Excellence
We bring deep knowledge, rigorous discipline, and proven skill to every investment strategy and financial plan we craft.
Sustainability for Decades
We focus on building lasting, resilient wealth that withstands market cycles and supports generational prosperity.
Clarity Through Complexity
We simplify the financial landscape, making sophisticated strategies accessible and understandable for every client.
Our Client-Centric Approach
At 3Roots, your financial journey is uniquely yours. We combine cutting-edge investment strategies with genuine human connection, creating an intentional process that puts your goals at the center of everything we do.
01
Discovery & Understanding
We begin by deeply understanding your financial situation, goals, and values through comprehensive discovery conversations.
02
Strategic Planning
Our team crafts a customized wealth strategy using cutting-edge tools and time-tested investment principles.
03
Implementation & Monitoring
We execute your plan with precision and continuously monitor performance, adjusting as your life evolves.
04
Ongoing Partnership
Regular reviews ensure your strategy remains aligned with your everchanging goals and market conditions.
Comprehensive Wealth Management Services
Investment Management
Sophisticated portfolio construction using institutional-quality research and cutting-edge technology to optimize risk-adjusted returns.
Retirement & Tax Strategies
Strategic planning to maximize retirement income while minimizing tax burden through advanced distribution and conversion strategies.
Estate & Legacy Planning
Comprehensive wealth transfer strategies ensuring your legacy passes efficiently to future generations while preserving family values.
Business Owner Solutions
Specialized strategies for entrepreneurs including exit planning, succession strategies, and executive compensation optimization.
Each service is tailored to your unique situation, with strategies that evolve as your wealth grows and your needs change.
Why Choose 3Roots Over Large Institutions
Large Financial Institutions
  • You're assigned to junior advisors
  • Cookie-cutter investment solutions
  • Hidden fees and commission conflicts
  • Just a number, less intimate client relationships
  • Corporate sales quotas drive recommendations
3Roots Wealth Partners
  • Direct access to Founding Partners
  • Completely customized strategies
  • Full fee transparency, no hidden costs
  • Highly personalized service and deeper relationships
  • Independent advice aligned with your goals

Independence Means Alignment: As a fee-only RIA, we have no hidden agenda. Our success is measured solely by your financial success and satisfaction.
Meet Our Experienced Team
Our Founding Partners bring over three decades of combined experience from leading financial institutions. We've chosen independence to provide you with unbiased advice and personalized attention.
Alex Cohen, CFP ®
Founding Partner and Wealth Advisor at 3Roots Wealth Partners, where he partners with clients through every stage of life, offering disciplined guidance and trusted perspective to help them thrive today and for generations to come.
Brandon Scott
Founding Partner, Chief Investment Officer and Wealth Advisor at 3Roots Wealth Partners, where he leverages over a decade of financial expertise to help clients build enduring wealth and purpose-driven legacies.
Jake Hall
Founding Partner, Chief Operating Officer and Chief Compliance Officer at 3Roots Wealth Partners, where he leads the firm’s infrastructure, compliance, and process management to ensure efficiency, integrity, and client trust.
By the Numbers: Our Track Record & Trusted Partners
30+
Years Combined Experience
Decades of expertise across market cycles and economic conditions
<24 Hour
Average Response Time
Hours to respond to client inquiries - you're never waiting
At 3Roots Wealth Partners, we believe our independence is only as strong as the foundation we stand on. That’s why we’ve carefully selected a network of trusted custodians, technology providers, and compliance to deliver the highest level of service, security, and performance for our clients.
Insights & Educational Resources
We believe in empowering our clients through education. Access our library of insights, market commentary, and educational resources designed to help you understand the "why" behind our recommendations.
Market Commentary
Weekly insights on market trends, economic indicators, and their impact on your portfolio strategy.
Educational Guides
In-depth guides on retirement planning, tax strategies, and wealth transfer - complex topics made simple.
Client Webinars
Exclusive quarterly webinars covering timely financial topics and interactive Q&A sessions with our team.
Ready to Grow Your Wealth?
Your financial future deserves the personal attention and sophisticated strategies that only an independent, boutique firm can provide. Let's discuss how 3Roots Wealth Partners can help you achieve your most important financial goals.
Headquartered virtually (for now); in-person meetings available by appointment at Industrious shared workspace.
Phones:
  • (480) 867-9789 | Alex Cohen, CFP®
  • (480) 867-9787 | Brandon Scott
  • (480) 867-9788 | Jake Hall
Email: info@3rootswealthpartners.com

Discovery Call Promise: In our initial consultation, we'll provide immediate value by identifying at least three opportunities to optimize your current financial strategy - regardless of whether you choose to work with us.
Stay Connected & Transparent
We believe in open communication and providing all the information you need. Follow us on social media and access our important compliance documents here.
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Important Disclosures
Your trust is our top priority. Please review our essential compliance documents for complete transparency.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, 3Roots Wealth Partners LLC (referred to as "3Roots Wealth Partners") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non- infringement and suitability for a particular purpose. 3Roots Wealth Partners does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall 3Roots Wealth Partners be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if 3Roots Wealth Partners or a 3Roots Wealth Partners authorized representative has been advised of the possibility of such damages. In no event shall 3Roots Wealth Partners LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such an offer, solicitation, or recommendation would be unlawful or unauthorized. Past performance is not indicative of future results.
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