The Strategy Behind Family Fortunes That Never Disappear

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 lifetimesThey 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/