Nate Byers
Madison, WI
Verified Identity
Owner at
Calculated WEalth
Years of Experience
15 years
Number of Clients
125
Average Client Size
$1,500,000
Member Since
2022
Allow Me to Introduce Myself
Nate partners with individuals and their families to retire early from "the grind". Most families that we serve don't embark on a traditional retirement. Instead, they pursue an alternative path to the next chapter of life.
Together we build a plan to avoid getting killed by taxes, increase cash f...
Clientele
Retirees
High Net Worth Individuals
Wealthy Families
Services Provided
Tax Planning
Investment Management
Estate Planning Strategies
Financial Planning
Specialties and Expertise
High Net Worth Planning
Tax Minimization Inv...
Portfolio Construction
Business Ownership Strategies
Ultra High Net Worth Planning
Philanthropic Planning and Giving
Retirement Income
Pricing Models
Flat FeeAUM
Education
University of WisconsinWhitewater
MBA, Finance
Obtained in 2009
University of WisconsinWhitewater
B.A., Accounting
Obtained in 2008
Advisor Links
Disclosures and Proof of License
SEC Profile
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile Last Updated: July 31, 2026