Natoma Wealth LLC

Natoma Wealth LLC, located in Folsom, CA, operates as fiduciary wealth advisors dedicated to bridging the gap between clients' current financial situations and their future goals. With a mission centered on comprehensive planning, the firm guides clients through the four major objectives of building wealth, investing wisely, optimizing lifestyle, and avoiding financial catastrophes.

The team at Natoma Wealth is committed to assisting clients through various life stages and financial events, emphasizing accountability, objectivity, proactivity, education, and partnership in their approach. Recently, Jay Ezzell, a member of the team, was recognized in Forbes' 2025 Best-In-State Wealth Advisors List, highlighting the firm's commitment to excellence in financial advisory services.

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