The Real Return Is Freedom

Our clients aren’t just multiplying portfolios; they’re retiring early, reclaiming time with family, and building wealth without sacrificing their lives to the market.

Founder story

Zack Bakos

Zack Bakos is the Founder of RoseTree and a Certified Financial Planner with over 7 years in the markets and more than 2,000 investors coached. He’s built a track record for helping high-net-worth individuals cut through the noise and focus on what actually drives results.

After realizing that 90% of his own wealth came from just 2–3 big moves a year, Zack created RoseTree’s Traffic Light System, which helped members capture 140% returns last year with only a few high-conviction trades.

RoseTree’s mission is to make proven investment education available to everyday investors.

Zack Bakos

Zack Bakos is the Founder of RoseTree and a Certified Financial Planner with over 7 years in the markets and more than 2,000 investors coached. He’s built a track record for helping high-net-worth individuals cut through the noise and focus on what actually drives results.

After realizing that 90% of his own wealth came from just 2–3 big moves a year, Zack created RoseTree’s Traffic Light System, which helped members capture 140% returns last year with only a few high-conviction trades.

RoseTree’s mission is to make proven investment education available to everyday investors.

Zack Bakos

Zack Bakos is the Founder of RoseTree and a Certified Financial Planner with over 7 years in the markets and more than 2,000 investors coached. He’s built a track record for helping high-net-worth individuals cut through the noise and focus on what actually drives results.

After realizing that 90% of his own wealth came from just 2–3 big moves a year, Zack created RoseTree’s Traffic Light System, which helped members capture 140% returns last year with only a few high-conviction trades.

RoseTree’s mission is to make proven investment education available to everyday investors.

Zack Bakos

Zack Bakos is the Founder of RoseTree and a Certified Financial Planner with over 7 years in the markets and more than 2,000 investors coached. He’s built a track record for helping high-net-worth individuals cut through the noise and focus on what actually drives results.

After realizing that 90% of his own wealth came from just 2–3 big moves a year, Zack created RoseTree’s Traffic Light System, which helped members capture 140% returns last year with only a few high-conviction trades.

RoseTree’s mission is to make proven investment education available to everyday investors.

Our team

Mohammad

Success Coach

Mohammad

Success Coach

Mohammad

Success Coach

Mohammad

Success Coach

Mohammad

Success Coach

Mohammad

Success Coach

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