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

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.

Our Advisory Board & Trusted Partners

Brent McArthur

Owner of PBMc Consulting, he advises leadership teams and investors on strategy execution, operational scaling, and performance optimization.

Former CEO, Managing Partner, and retired U.S. Air Force senior officer with extensive experience in governance, capital oversight, and scaling complex organizations. Served as CEO of American Leadership Academy and as Managing Partner at Charter One.

He holds advanced degrees from The George Washington University and National Defense University and brings disciplined risk assessment, governance rigor, and operational insight to board oversight and long-term value creation.

Shaun Jeffs

Banking and finance executive with over 25 years of experience. Since 2015, he has served as President at First International Bank & Trust in Gilbert, Arizona, where he has led one of the top-performing branches across their organization.

Prior to his current role, Shaun held leadership positions including Regional Treasury Manager/BDO at First International Bank & Trust, along with earlier experience at Enterprise Bank & Trust and Chase as a Sr. Mortgage Lender and Investment Advisor.

He began his career in financial services as a Securities Professional with MetLife and studied at Brigham Young University and Arizona State University.

At 3Roots, 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

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.

Connect With Us

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Join our community and stay updated with our latest news.

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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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