Nate helps a select group of individuals, families, business owners and institutions build, manage, transition, and preserve their wealth. Employing a comprehensive approach, he focuses on serving his clients' needs in the four cornerstones of wealth: Investments; Liability Management; Risk Management (Insurance and other Asset Protection Strategies); and Trust and Estate planning strategies. Recognizing that each client has unique goals and circumstances, we utilize a detailed six-step financial advisory process. This process includes a detailed information gathering process and goal setting, an evaluation of financial status, and later, customization and implementation of an investment plan. No proper plan ends there. Over time, there are extensive reviews and adjustments made to the plan, based on the changing needs of clients, as well as current market and economic conditions. Nate is a credentialed Chartered Retirement Planning Counselor, Managing Director-Investment Officer, and a multiple time Portsmouth Branch Manager. Before earning his BS in Accounting from the University of Connecticut, Nate served as a paratrooper in the 82nd Airborne Division, after graduating high school in Helena, MT. He began his financial services career with American Express, which became Ameriprise in 2005, and in 2015 transitioned to Wells Fargo Advisors to offer a complete range of wealth management solutions for his client's financial needs. Nate spends his free time golfing, playing tennis, skiing and travelling year-round to see family and friends who along with son, Jack, live all over the U.S. www.ahswmg.com