TapRoot Wealth

08/25/2026

Stepping away from your business is one of the biggest moves you’ll make.We can help you build a strategic business transition plan, without leaving legacy or value behind.

08/23/2026

Today we're celebrating our Client Concierge, Kate!

Kate is always ready to help, whether it's supporting our clients or jumping in wherever she's needed. Her friendly personality and positive attitude make her a valued part of our team.

We appreciate all that you do, Kate, and hope you have a wonderful birthday and a great year ahead! 🎂🥳

08/18/2026

We were honored to be a hole sponsor at the Judy House Memorial Scholarship Golf Outing. This event supports a meaningful cause and helps provide scholarship opportunities for future students.

A special thank you to Gavin and Cam for representing our team at the outing. We are proud to support an event that makes such a positive impact in the community. ⛳

08/11/2026

Today we're celebrating Sam, our Client Service Coordinator and one of the people who keeps everything running smoothly around here.

Sam is always willing to help, answer questions, and jump in wherever she's needed. She's become a go-to person for our team, and we know we can always count on her. Her positive attitude and willingness to support others make her such an important part of our team.

We appreciate everything you do, Sam, and we're lucky to have you with us. Wishing you a very happy birthday and a wonderful year ahead! 🎂💙🥳

08/06/2026

Technology continues to shape the way we work and live. This article explores how some busy parents are using AI tools to stay organized, simplify daily tasks, and create more time for what matters most.

Working parents say AI platforms like ChatGPT and Claude help them manage schedules, freeing them up to spend more time with their kids.

07/28/2026

What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.

07/22/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/09/2026

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.