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Show Notes
Building wealth is one thing. Making it last—for your family, your business, and the next generation - is something entirely different.
In this episode of The Mark Haney Show, Mark sits down with Jay Ezzell and Alec Fisher of Natoma Wealth, a locally owned fiduciary wealth management firm built specifically for business owners, families, and institutions.
Jay and Alec share how Natoma Wealth helps clients:
• Build wealth intentionally
• Invest wisely through changing markets
• Avoid catastrophic financial mistakes
• Plan across generations - not just lifetimes
They explain why independence matters in wealth management, how multigenerational planning goes far beyond inheritance, and why entrepreneurs need a very different strategy than traditional investors.
This conversation is about clarity, stewardship, and designing wealth that supports the life you want - today and decades from now.
Website: https://natomawealth.com/
Facebook: https://www.facebook.com/natomawealth/
LinkedIn: https://www.linkedin.com/company/natomawealth157/
Instagram: https://www.instagram.com/natoma_wealth/