Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Managing your personal finances can be complex. Whether it be planning for retirement, managing investment risk and return, ensuring your estate is properly structured, or paying less in taxes, Nate helps his clients understand the big and small factors that go into achieving optimal results so that they can make the right decisions and manage their wealth with confidence.
Through a process of discovery, Nate helps his clients define the purpose of their wealth and the specific goals they want to achieve. Once the purpose of wealth and specific financial goals are defined, Nate implements a disciplined wealth management strategy for his clients that aims to optimally grow and protect their wealth.
Nate’s practice works with families, individuals, business owners, and businesses. His practice is based on seven distinct wealth management principles that are designed to close the gaps that often exist in less comprehensive planning: Financial Guidance and Investment Management, Legacy Implementation, Estate Coordination, Risk and Debt Management, Retirement Lifestyle Continuation Planning, Tax Minimization Strategies, and Life Event Transition Counseling.
Nate joined Merrill Lynch Wealth Management in 2011. He is a graduate of Grinnell College in Iowa where he was a recipient of the Othmar C. Luce Scholarship and an all-conference outfielder for Grinnell’s baseball team. Born and raised in Chicago, Nate lives on the northwest side of the city. Nate holds FINRA Series 7 and Series 66 registrations, Life Insurance, and Mortgage licenses. (NMLS ID: 878810)
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.