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We are Fiduciary Wealth Advisors;
bridging the gap between where you are today and where you want to be in the future.

Meet the Team

Our Mission

With planning as our foundation, we help guide our clients
through the four major objectives of any financial journey:

Build Wealth | Invest Wisely | Optimize Lifestyle | Avoid Catastrophe

In the News: Jay Ezzell named to Forbes' 2022 Best-In-State Wealth Advisors List!

Organization | Accountability | Objectivity | Proactivity | Education | Partnership

Contact Natoma Wealth

We are committed to helping our clients navigate different:
Life stages throughout the financial journey
Life events that you may experience on your ride
Planning topics that can come up along the way

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157 Parkshore Drive
Folsom, CA 95630

Office: (916) 287-0128
Fax: (916) 244-7168
Toll free: (888) 338-7150

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

We are Fiduciary Wealth Advisors; bridging the gap between where you are today and where you want to be in the future.