Our Story

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.