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Our Clients Don't Just Get Results, They Love The Experience

87% of our clients choose to stay and grow with us each year.

Become our next success story

Excellent 4.9 out of 5 on

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Everything is simple, specific, and backed by real data.

It’s not ten hours of charts, it’s fifteen minutes of clear, actionable information from people I actually trust.

JP
Former NFL Player & Entrepreneur
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My portfolio have more than doubled since joining a few months ago!

The bootcamp trainings have changed my investment strategies for the better. The coaches and mentors are incredibly knowledgeable, accessible, and helpful.

Laura Motchalov
Violinist & Investor
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I built a successful business, but had no idea how to grow my wealth.

In just a few months, I made my membership fee back from a single trade alert. But the real value has been the education, structure, and mindset shift I’ve gained.

Michael Gaeta
Entrepreneur
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I placed a couple of short trades before jumping on a yacht, made $1,000

on the ride over, cashed out, and jumped into the ocean. That’s the beauty of this, it works from anywhere.

Jam Alker
Rockstar & Serial Entrepreneur
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I’ve learned more in this single year than in all those decades combined.

After 25 years of investing and learning on my own and alongside several mentors, I can say without hesitation that the past year with Zack and the team at RoseTree has been the most transformative of my journey.

Jennifer Workinger
Entrepreneur & Philanthropist
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I outsourced to multiple money managers for years and they never did better than me.

Last year the S&P 500 was up 24%; my TradFi portfolio was up 32%. My crypto portfolio was up 96%. Over two years, my total portfolio is close to doubled.

William Gielincki
Prosthodontist & Investor
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Since joining RoseTree, my returns have never been better and my confidence has never been higher.

I feel like I’ve finally found my tribe of like-minded investors and I look forward to being part of the RoseTree family for many years to come.

Jeffrey Milone
Doctor & Investor
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I don’t want a second job. I want a system.

A few strategic decisions a year beat constant screen time and stress. You can’t beat the power of this community. It would take me years, maybe decades, to replicate this edge on my own.

Andrew Ahn
Investor
Success Stories

Trusted by hundreds of high-capital investors

Once Overwhelmed by Investing, JP Now Grows His Portfolio on the Go

How Sam Grew His Portfolio from $80K to $240K in Just 12 Months

How Simon Went From Total Beginner to 300% Portfolio Growth

How Jam, with No Experience, Tripled His Portfolio During The Bear Market

How Julian Made 200x ROI In Crypto And Gained More Time with His Daughter

How Wes Achieved 1,578% ROI and the Freedom to Retire Early

How RoseTree Helped Dave Shave Years Off His Learning Curve

How Scott Mastered Risk Management to Secure Financial Freedom in Retirement

How Rob Recovered All His Bear Market Losses and Built a 6-Figure Portfolio From Zero

How Our Program Helped Josh Become a Well-Rounded Investor

How Andrew Stopped Letting Emotions Cost Him Millions

How Avant Built Conviction and 6x’d His Trading Portfolio in 3 Months

How Bill Turned Chaos Into Clarity and Doubled His Portfolio in 2 Years

How Chris Went From Clueless to Confident — and 2.5x’d His Portfolio

How John Tripled His Crypto Portfolio After Breaking Free From Bad Advice

After 25 Years in Real Estate, Liz Discovered a Faster Path to Wealth

How Naren Took Control of His Retirement

How Nick Tripled His Portfolio in 1 Year with RoseTree