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

BUILD WEALTH

Strengthen your financial foundation with a clear, long‑term plan.
INVEST WISELY

INVEST WISELY

Grow your portfolio through disciplined, research‑driven decisions.
OPTIMIZE LIFESTYLE

OPTIMIZE LIFESTYLE

Align your money with the life you want to live.
AVOID CATASTROPHE

AVOID CATASTROPHE

Help protect your wealth with proactive planning and risk management.

IN THE NEWS: Jay Ezzell named to Forbes’ 2025 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

CONTACT OUR TEAM

*This Rating is provided on April 8, 2025 by Forbes. It covers the period of 2023-2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/.
Natoma - White Logo

157 Parkshore Drive
Folsom, CA 95630

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

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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

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