Our Origin
Rooks &Partners traces its foundation back to the unique journey of its founder, Justin Rooks. With experience that includes the mining industry, real estate development, and financial advice, Justin’s path was anything but ordinary. Financial services was not just a career choice but a calling—driven by a desire to make a tangible difference in people’s lives. After spending 14 years at a national firm, he decided to partner with &Partners to establish his financial practice Rooks &Partners, increasing the flexibility to serve his clients at the highest levels.
Our Mission
Our mission is to offer guidance on all aspects of our clients’ lives, recognizing that money is a significant part, but not the entirety of it. We pride ourselves on being there with unwavering support, year after year, when our clients need us most.
Our Core Values
Our practice is built on a foundation of core values that guide every interaction and decision we make:
Integrity: We believe in honesty and transparency in all our dealings.
Community: We strive to foster a sense of belonging and mutual support.
Commitment: Our dedication to our clients’ financial well-being is unwavering.
Compassion: We approach every relationship with empathy and understanding.
Trust: We earn trust through consistent, reliable actions and open communication.
Our Team
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Justin Rooks
Founder – Financial Advisor
Rooks &Partners
About &Partners
&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.
