Our Approach to Wealth Management
Starts with Financial Planning
We start by understanding your complete financial picture, including your current assets, liabilities, income, and expenses.
Your career provides a regular paycheck. Your retirement plan should as well. Our unique financial planning software details out
Each investment’s income yield so you can reliably know where your retirement paycheck comes from. It’s not what you make, it’s what you keep. That is why working with an advisor that is a Certified Tax Specialist (TM) is crucial. Taxation while working is different than retirement income taxes. This affects how social security is taxed as well as medicare premiums. Ensure your retirement plan includes tax efficiency.
Customized Portfolio Construction & Risk Management
Our investment philosophy emphasizes diversification and risk management. We build customized portfolios that balance growth and stability, selecting a mix of asset classes tailored to your risk tolerance and financial objectives. We prioritize protecting your wealth from market volatility and unforeseen events. Our risk management strategies include asset diversification, hedging techniques, and insurance solutions to safeguard your financial future.
Active Portfolio Management
Financial markets are constantly changing, and so are our strategies. Our team actively manages your portfolio, making data-driven adjustments to optimize performance and mitigate risks. We provide regular updates and insights to keep you informed and confident in your investment decisions. 98% of financial advisors are an employee of a bank or brokerage firm.1 They are limited to offering investments to what is allowed by their employer. We work directly for our clients and not for any banks or brokerage companies. As such, we can advise on a wider array of investment options including precious metals, real estate, and 401k’s. We offer custodial and managed portfolios as an independent advisor through Schwab and Fidelity.
Tax Strategies and Team of Experts
Well over two million people provide tax advice; less than 1% of them have earned the CTS™ designation.1 As a Certified Tax Specialist™ we can minimize taxes today in addition to protecting your assets and income from future taxation. Whether you are looking for legal strategies, tax preparation, business advisory services, or asset protection, our team of experts has you covered.
Transparency Reporting and Communication
We believe in maintaining open and transparent communication with our clients. You’ll receive detailed reports on your portfolio’s performance, along with regular meetings to discuss your financial goals and any necessary adjustments to your strategy. Nathan works directly with his clients on investment management, financial planning, and client reviews and does not hand clients off to a junior advisor.
Have Any Questions?
We are here for you
Feel free to reach out, we are happy to answer any questions you may have.
Disclosure
Nathan Wilson holds a Series 65 investment advisory license and is a licensed investment advisor fiduciary through Compass Financial Management, LLC, An SEC Registered Investment Advisory. He also is a licensed insurance agent for life, health, and annuity, as well as a Certified Tax Specialist ™ and a Certified Estate & Trust Specialist ™
contact
155 E. Boardwalk Dr Ste. 400
Fort Collins Colorado 80525