Company

Natoma Wealth

Financial Services Folsom, California, United States 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 3

www.natomawealth.com LinkedIn

Natoma Wealth Overview

Headquarters: Folsom, California, United States
Website: www.natomawealth.com
Industry: Financial Services
Employees: 5
Founded: 2014
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Holistic Financial Planning Fiduciary Oversight Advanced Estate Planning Investment Management Portfolio Construction Tax Planning Corporate Retirement Plans Fianncial Wellness Philanthropy Endowments Foundations

About Natoma Wealth

Like engineers building bridges, Natoma Wealth helps you span investment and financial obstacles to get you from where you are today to where you want to be in the future. We are committed to providing an investment structure that will withstand the test of time and furnish our clients with a safe passage to their financial destination. 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, and Avoid Catastrophe. We are committed to helping you navigate through the different life stages and events that you may experience throughout your financial journey.

Natoma Wealth Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Natoma Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Matt Richardson	Wealth Advisor	Greater Sacramento, United States	View
Alec Fisher, Cfp®	Managing Director, Private Wealth	Folsom, California, United States	Email Phone
Jay Ezzell	Managing Director, Founder at Natoma	Folsom, California, United States	Email Phone
Kyle Felske, Cfp®	Private Wealth Advisor - Build Wealth	Folsom, California, United States	Email Phone