Founded in 2014, Natoma Wealth is a locally owned wealth management consulting practice that takes pride in working intimately with a select group of individuals, families, small businesses and institutional clients.
Our experience spans back over two decades, but our path to becoming independent-minded wealth advisors started in the depths of the financial crisis in 2008. As most very well remember, this financial earthquake caused a paradigm shift in our industry. After digesting the effects resulting from this financial crisis, as fiduciaries, we felt it would be best to continue serving our clients independent of large institutions. With the help of our broker/dealer Hightower, we are now proud to say we are a small business and locally owned.
The autonomy that independence provided us, allows us to focus on our mission of helping clients: build wealth, invest wisely, avoid catastrophe and optimize their lifestyle.
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
157 Parkshore Drive
Folsom, CA 95630
Office: (916) 287-0128
Fax: (916) 244-7168
Toll free: (888) 338-7150
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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