An Independent Investment Practice Focused on Strategic Outcomes
About
My name is Mark Golez
With over a decade of investing experience, I have a deep understanding of various investment vehicles, including stocks, ETFs, mutual funds, money markets, bonds, private markets, and precious metals. My mission is to leverage this expertise to guide you as we grow our wealth together. As your principal advisor, I believe in walking the path alongside you, as I am an investor myself. Let’s embark on this journey to financial success together!
We are an investment services firm based in Folsom, registered in Sacramento County (FBNF2025-05016) and proudly serving our community with personalized guidance and investment solutions since 2025.
Small in scale, broad in scope
Though we are a small private practice, our insights extend far beyond borders. We understand not only the dynamics of the U.S. market, but also how global players—from Europe to Asia—shape investment opportunities.
Lean firm. Outsized growth.
We may be a new and small firm, but the growth of assets we manage speaks volumes. Since 2025, our Assets Under Management (AUM) has increased by over 100%. As a community focused service, our clients entrust us not only with their wealth, but also with their friends and family.
For our clients, that’s meant annualized returns outperforming the S&P 500’s 10-year average of about 11%.
