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Explore all pages

Get a closer look at every layout included in the Montegrappa Template. Each homepage variation is designed for clarity, flexibility, and performance—so you can choose the one that best fits your needs.

Figma file included

Send us an email to lucas.gusso@gmail.com with your purchase receipt, and we will send you the editable Figma file for the Montegrappa Template.

Figma
Ready to elevate your brand? Start with Montegrappa.
Buy now
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OUR JOURNEY

Losing Everything Taught Me How to Win

“The story behind RoseTree and the lessons I learned about wealth, loss, and starting over.”

— Zack Bakos

No One Was Coming

At 18, I stood at my parents' funeral left with nothing but their debt and the brutal truth they’d loved alcohol more than me. That’s when I realized… no one was coming to save me. Losing my parents that young left me with nothing except a choice: repeat their story or rewrite my own.

I chose the latter. While most kids my age were at college parties, I was working 12-hour shifts in a German crane factory in a country where I didn’t even speak the language, saving every cent for a chance at a better life. Eventually, I scraped together enough to get into college. Lectures by day. Waiting tables by night. I became the first in my family to go to college, graduated top of my class, and made my grandparents proud.

From Big Wins to Bigger Lessons

In 2018, I landed an account manager role at Cisco in Switzerland. For the first time, I made real money. Enough to breathe and enough to dream. A year later, a friend introduced me to penny stocks. That conversation changed everything. I realized if I ever wanted true freedom, I had to learn how to invest.

My first year in the stock market, I grew my portfolio by 800%. I thought I was a genius. Turns out, I wasn’t. The market crash that followed showed me I’d just been lucky. That’s when I discovered Bitcoin and the wild world of altcoins. I cashed out what I had left in stocks and went all in on crypto.

In 2021, I made $400,000 in a single trade. I was sure I’d cracked the code to riches. So, I deployed all $400K into even riskier plays. No system. No risk management. Just just pure emotion disguised as analysis. When the markets turned, I watched that $400K evaporate, years of progress, gone. But what hit hardest wasn’t losing the money. It was realizing…I was my own limit. I had the capital. I had some wins. But I didn’t have a system to make any of it last.

The Advice That Kept Me Poor

I followed every piece of conventional wisdom: "Buy and hold. Stay diversified. Don’t try to time the market." But every time the market crashed, I noticed something: While I was holding my bleeding positions and dollar-cost averaging into falling knives, the truly wealthy were somehow buying massive positions at the bottom. And when everything recovered, they didn’t just get back to even, they made 3-5x returns.

That’s when I realized: Conventional wisdom isn’t designed to make you wealthy. It’s designed to keep you comfortable.

The “never sell” mantra? It’s not investing advice, it’s asset management propaganda. If you never take profits, you never truly compound your wealth. Real wealth builders think in reverse: When you’re making money and markets are overheated, that’s when you should be taking profits. When markets are crashing and everyone’s losing their minds, that’s when you deploy capital aggressively.

The System That Changed Everything

After losing that $400K, I became obsessed with one question: Can you systematically predict when markets are about to reverse? I went back through the past 25 years: the good times, the bad times, the boring times, the ups, the downs, and the crashes: 2000, 2008, 2018, and 2022. And I mapped every pattern I could find between structure, sentiment, liquidity, and macro conditions.

What I discovered changed everything. Markets follow predictable emotional cycles: data you can measure, track, and act on…if you know what to look for.

That’s how the RoseTree System was born:
- Market structure analysis to identify exactly where we are in the cycle.
- Risk-on/risk-off positioning to know when to be aggressive and when to protect capital.
- Deployment strategies that pinpoint where panic selling creates generational buying opportunities.

The breakthrough insight? The best time to sell is when you’re making the most money. The best time to buy is when you’re terrified to deploy capital.

Why I Created RoseTree

I discovered that 90% of my wealth came from 3-5 big moves a year. I finally stopped doing what 99% of investors do: managing 40 positions, reacting to every dip, and stressing daily. Most investors confuse activity with progress. They think more trades mean they’re “working harder” on their wealth. To achieve 5,000% growth in 5 years I mastered one principle: Every year gives you 3-4 opportunities that actually move the needle. The rest is noise.

The market doesn’t reward effort, it rewards correct positioning at critical moments. After coaching over 2,000 high-capital investors, I saw the same pattern over and over. The difference between those who reach $10M+ and those stuck at $1M isn’t intelligence or luck.

If you’re managing serious capital but still feel like you’re guessing, making emotional decisions or following advice that keeps you comfortable but not wealthy, I’ve been exactly where you are. The difference between where you are and where you want to be isn’t more information. It’s a system that works especially when emotions run high and markets turn against you.

See if you're a fit
See if you're a fit
Our Team

Meet the world-class team helping investors succeed at RoseTree

Zack Bakos
Co-Founder & CEO
Certified Financial Planner with 7+ years of experience and 2,000+ investors coached.
Alima Sharipova
Co-Founder & COO
Shapes RoseTree’s culture of excellence while driving team performance and strategic execution.
Mohammad Ali
Head Coach
Former Citi Bank Fund Manager bringing institutional investing expertise.
Armin Shafee
Performance Coach
Former VP at Think and Grow Rich Institute, expert in mindset and performance.
Steve Bailey
Client Success Manager
Provides hands-on support and guidance so every client feels fully supported inside the program.
Christopher Doyle
Enrollment Specialist
Builds connections with prospective members and helps them start their investing journey.