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Rooted Wealth Advisors

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Rooted Wealth Advisors

Welcome to Rooted Wealth Advisors! Your partner in health and wealth. Get personalized guidance and secure your future. Contact us for a free consultation!

12/10/2026

𝒀𝑶𝑼𝑹 𝑴𝑶𝑵𝑬𝒀 𝑪𝑨𝑵 𝑫𝑶 𝑴𝑶𝑹𝑬 𝑻𝑯𝑨𝑵 𝑱𝑼𝑺𝑻 𝑺𝑰𝑻 𝑰𝑵 𝑨 𝑺𝑨𝑽𝑰𝑵𝑮𝑺 𝑨𝑪𝑪𝑶𝑼𝑵𝑻. 🌱📈

If you’ve been thinking about investing but don’t know where to start, opening a UITF (Unit Investment Trust Fund) account can be a simple first step.

With Manulife Investments, you can open an investment account online and get access to professionally managed investment funds based on your goals and risk profile.

Opening an account is simple:
1️⃣ Visit the online portal
2️⃣ Prepare 3 valid documents
3️⃣ Enter Wealth Specialist Code 390061

You can start the process online and discuss your investment options with me along the way.

📩 𝐒𝐞𝐧𝐝 𝐮𝐬 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐔𝐈𝐓𝐅𝐬 𝐚𝐧𝐝 𝐬𝐞𝐞 𝐰𝐡𝐢𝐜𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐩𝐭𝐢𝐨𝐧𝐬 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐮𝐢𝐭𝐚𝐛𝐥𝐞 𝐟𝐨𝐫 𝐲𝐨𝐮.

𝘐𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝗂𝗇𝗏𝗈𝗅𝗏𝖾 𝗋𝗂𝗌𝗄𝗌. 𝖯𝖺𝗌𝗍 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝗂𝗌 𝗇𝗈𝗍 𝗂𝗇𝖽𝗂𝖼𝖺𝗍𝗂𝗏𝖾 𝗈𝖿 𝖿𝗎𝗍𝗎𝗋𝖾 𝗋𝖾𝗌𝗎𝗅𝗍𝗌.

05/10/2026

What if a serious illness comes when you least expect it?

Health challenges can affect more than our health—they can also disrupt our income, savings, and the plans we’ve worked hard to build.

Manulife HealthFlex provides guaranteed critical illness protection, helping you prepare financially for covered critical illnesses while continuing to focus on the things that matter to you.

Depending on the plan and eligibility, HealthFlex can provide:

💚 Coverage for over 100 early-stage to advanced-stage critical illnesses
💚 Guaranteed critical illness protection up to age 100
💚 Daily cash benefit during hospitalization
💚 Premium waiver upon diagnosis of a covered critical illness

And with sample premiums starting at ₱62/day for a 25-year-old female under the example shown, protection can be part of your financial plan without putting everything else on hold.

Your health is important. So is protecting the financial future you've been building.

📩 Send Rooted Wealth Advisors a message if you'd like to know how HealthFlex works and whether it may be suitable for your needs.

Product features, benefits, premiums, eligibility, and coverage are subject to the terms and conditions of the policy. The ₱62/day figure is a sample premium shown in the material and is not applicable to all applicants.

03/10/2026

Healthcare shouldn’t be something you only think about when you’re already sick. 💚

Having the right HMO plan can help make healthcare more manageable—from consultations and diagnostic tests to hospitalization, emergency care, dental benefits, and preventive care.

At Rooted Wealth Advisors, we help individuals and families explore healthcare options that fit their needs and budget.

One of the options we offer is PhilCare HMO, with plans designed for different levels of healthcare coverage.

Whether you're looking for coverage for yourself, your family, or your employees, let's find a plan that makes sense for you.

📩 Send us a message to learn more about the available PhilCare plans and premiums.

Rooted Wealth Advisors
Helping you protect what matters, one plan at a time.

23/09/2026

A new chapter begins. 🌱

Rooted Wealth Advisors is growing—and we’re excited to share that we are now officially part of Manulife Philippines.

This move comes as we continue building RWA around a simple belief:

Wealth should be rooted in protection, purpose, and long-term planning.

For more than a decade, we’ve been part of conversations with individuals, families, and business owners about protecting what they’ve worked hard to build and preparing for what comes next.

Last Saturday, our Region was officially welcomed to Manulife, marking the beginning of this new chapter.

For us, this isn’t simply about changing companies.

It’s about continuing the work—with new opportunities, broader solutions, and the same commitment to helping people build wealth that is rooted, intentional, and protected.

To everyone who has trusted us, supported us, worked with us, and grown with us over the years:

Thank you.

We’re just getting started.

Rooted Wealth Advisors
Rooted in purpose. Growing with you. Building for the future. 🌱

23/10/2025

"Insurance is like an umbrella -- hindi mo kelangan araw-araw, pero kapag bumuhos ang ulan, buti na lang meron ka." ☂️

Rain or shine, protection matters. Keep your family covered with insurance that's built for life's unexpected storms.

For a customized policy and free consultation, send us a message.

16/07/2025

Confused ka ba kung anong life insurance plan ang bagay sa’yo? 🤔🧠

No worries, we’ve got your back! Swipe to find the perfect plan that fits your lifestyle and goals.

Let’s make adulting easier, one smart decision at a time! 💡🧡

15/07/2025

Every child has a dream, make sure nothing holds them back.

Secure their future with smart financial planning today, so they can focus on becoming tomorrow’s heroes.
🎓🦸‍♀️🦸‍♂️👩‍🍳👷‍♂️👩‍⚕️

11/07/2025

Life is full of surprises!

Don’t let financial emergencies crash your peace of mind.

Start with insurance, because being ready beats being sorry.

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