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.
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 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 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 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.