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Nathan A. Pierce Wealth Strategies

970-278-0790

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Understanding Today's Financial Environment 

It's possible the next few years will be as turbulent as the last. Talk of an unpredictable economy, global uncertainty, or a government that can't seem to get along makes it difficult to know if your headed in the right direction.

I am a Wealth Advisor to business owners and professionals who want to achieve a work optional lifestyle.  I use a process that pulls all the pieces of the puzzle together.  Together we cut through the noise and confusion so clients make smart financial decisions for themselves and family. It creates a predictable path to financial success and allows them to live more confidently.

We work together with a distinctive mind set through a series of critical meetings.  We gather data to review and evaluate risks, cashflow, assets and liabilities.  When we see blind spots, we make decisions to resolve them.  My clients reflect how they’re better organized and have a predictable strategy toward their financial success.

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Successful retirement planning involves two critical components: One, we need to create an increasing income for the rest of your life. Second is risk management. We have to handle the known retirement risk factors.

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We Are Here For You

We Are Here For You

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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About Us

About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Vision and Mission Statements

Vision and Mission Statements

  • Wealth Strategies Group will be the market-leading financial services company in every community we serve through our passionate pursuit of excellence.
  • We bring certainty to what you have imagined, by protecting and building your greatest assets.

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Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

401(k) Plans Are Not Just for Big Businesses

401(k) Plans Are Not Just for Big Businesses

Many small businesses are one person businesses.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

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The 12 Steps to Living Confidently: How to Set Up a Budget

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4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Planning Your Legacy

Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Rightsizing for Retirement

What does your home really cost?

Emerging Market Opportunities

What are your options for investing in emerging markets?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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