Arrowroot Family Office image Arrowroot Family Office image Arrowroot Family Office image

Categories

  • Financial planner
  • Financial consultant
  • Financial institution
  • Investment company
  • Investment service
  • Stock broker

Phone: +1 916-384-0050
Site: http://arrowrootfamilyoffice...
Opening hours
  • Monday:8 AM–4 PM
  • Tuesday:8 AM–4 PM
  • Wednesday:8 AM–4 PM
  • Thursday:8 AM–4 PM
  • Friday:8 AM–4 PM
  • Saturday:Closed
  • Sunday:Closed
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Total reviews rating 5

12 Reviews for Arrowroot Family Office 2024:

Review №1

2020-08-21 13:34:41

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.

Review №2

2014-12-11 19:57:06

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?

Review №3

2020-08-27 01:40:26

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.

Review №4

2020-08-11 13:57:21

Mike and Cass at Lagunitas are one of a kind individuals! You just dont 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 cant afford to not have them on my team. Business relationships that grow into true friendships create next level service. Ive found that here and wouldnt go anywhere else.

Review №5

2020-08-11 00:10:18

Lagunitas Asset Management not only manages all of our personal accounts, but also our clients accounts. Most importantly we consider them family. If youre 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!

Review №6

2014-11-29 22:18:35

I have known Michael and Cassandra for several years and trust them implicitly. They are very driven individuals, constantly striving to learn all they can about their industry in order to provide the very best consultation and management services to their clients. They are very down to earth and will take the time necessary to make sure that you understand your options. Michael has a ton of experience with asset management and knows the market well. I give them my highest recommendation!!

Review №7

2021-08-09 20:58:41

Michael and the team at Lagunitas are not only market wizards that are always a few steps ahead, but also a pleasure to work with and client focused taking the time to understand what was most important to me and partnering me with solutions! Two thumbs up and highly recommended!

Review №8

2020-08-10 03:29:03

Laginitas Asset Management is the rare firm that is both very very good at what they do while also providing white-glove personal service. I will also never cease to be amazed at how prescient they are at forseeing market trends and capitalizing on them. If you are looking for a highly skilled firm to manage your investments look no further than Laginitas. I highly recommend them.

Review №9

2018-04-10 11:15:09

I’ve had the pleasure of working with Michael and Cassandra for the past year, and I must say that it has been a huge relief to find individuals in the financial field who have treated me like a valued asset. So often, I’ve felt like just another number at banks and investment firms I’ve worked with before, and it is SO REFRESHING to find people who genuinely care about my financial well-being and me as a person. When it comes to anything financial, it is so easy to call them and get a simple, yet effective answer! What a relief it has been to know that someone is actually watching out for me and my money! My referrals will go a long way with this amazing company.

Review №10

2018-07-20 21:14:05

Michael is a tremendously friendly, thoughtful, and caring person. Hes all smiles and laughs and is completely about business and investing. I cannot recommend his team more so.