Cedrus Wealth Group and Rooted Tax Announce Acquisition and Partnership
Pioneering Purpose-Driven Tax, Accounting, and Wealth Services
For Immediate Release
By Cedrus Wealth Group
May 2, 2025
On October 15, 2024, Jesse Hallstrom, former CFO of Hempel Real Estate,
and Joe Bertilson, Founder of Cedrus Wealth Group, joined forces
to establish Rooted Tax Group—a groundbreaking tax firm dedicated
to serving Real Estate Investors and the valued clients of Cedrus Wealth
Group. With their shared vision and expertise, Jesse and Joe are setting
a new standard in integrated financial services while championing social
responsibility.
A Vision Built on Expertise and Community Impact
Jesse Hallstrom brings a wealth of experience from his tenure in finance and tax strategy, combining technical excellence with a deep commitment to driving positive change. "This acquisition is more than a financial endeavor—it's a platform to serve clients with excellence while actively investing in the community," Hallstrom shared, emphasizing his passion for purpose-driven business.
Joe Bertilson’s leadership in wealth management has positioned Cedrus Wealth Group well to further enhance holistic financial planning. His focus on integrating tax and wealth strategies highlights the duo’s understanding of how interconnected financial decisions can benefit their clients’ long-term goals.
Together, Hallstrom and Bertilson have pledged to donate 51% of the profits from both Rooted Tax Group and Cedrus Wealth Group to nonprofit organizations, embodying their belief that success in business is measured by its contributions to society.
Building on Legacy: The Acquisition of Barder LTD
Shortly after launching Rooted Tax Group, Hallstrom and Bertilson seized the opportunity to acquire Barder LTD, a well-established tax and accounting firm in the Twin Cities. Barder LTD’s founder, Ed Barber, a trusted tax professional for over 30 years, leaves behind a legacy of excellence that Hallstrom and Bertilson are eager to honor and build upon. This acquisition bolsters Rooted Tax Group’s ability to serve a broader client base while preserving the firm’s deep community ties.
Redefining Financial Planning
The partnership between Rooted Tax Group and Cedrus Wealth Group represents a critical evolution in financial services. By integrating wealth and tax planning, the firms are addressing the complexities that real estate investors and retirees face in today’s ever-changing financial landscape.
Hallstrom’s expertise in Real Estate Tax, combined with the team’s focus on holistic financial planning, ensures clients receive tailored solutions that meet their multifaceted needs. "Integrating wealth and tax just makes sense for our clients," Bertilson noted. "With Jesse’s expertise and our dedication to comprehensive financial strategies, we’re excited to serve even more clients with their complex needs."
Rooted Tax Group and Cedrus Wealth Group are more than just firms—they are a testament to the power of purpose-driven business. Together, they are setting a bold precedent for aligning financial success with community impact.
www.cedruswealthgroup.com | distributed by Cedrus Marketing Team
contact: lauren@cedruswg.com | Phone: 763.400.3224
Advisory services are provided by Cedrus Wealth Group. Cedrus Wealth Group is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the adviser has attained a particular level of skill or ability.
