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We take the time to care about our people.

Our Team

We take the time to care about our people.

Our Approach

We take the time to care about our people.

Our Services

Who We Serve

AT OUR FIRM, WE HAVE THE CLIENT—AND ONLY THE CLIENT—IN MIND.

Individuals

Individuals

Individualized strategies ensure that your goals are always a priority.

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Families

Families

We want our people to capture their money to use for the things most important to them.

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Businesses

Businesses

Our comprehensive financial management means we're ready to address your every need.

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Our Clients Are Our People.

Our Clients Are Our People.

At Wealth Strategies, we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry. 

We are authentic. We seek to be straight forward & plain spoken. We want our people to be in control of their financial lives, have access and stability with their money. 

What do you know about investing?

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Money matters: Why it pays to be financially responsible

Money matters: Why it pays to be financially responsible

Teens might not have much money, but it's important for them to be responsible with the cash they do have.
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What Rate Would I Need to Earn on My Savings?

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.
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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Meet Our Team

Nathan Pierce

Nathan A. Pierce, LUTCF®, CExP™, RICP®

Financial Advisor

nathan_pierce@wealthsg.com

Helping Individuals, Families and Business Owners control their financial livesAs the last few years have shown, global turbulence can have swift and dramatic impacts on our personal and professional financial success. Nathan Pierce...
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Charlene Goldberg

Charlene Goldberg

Client Relations Manager

charlene.goldberg@wealthsg.com

I am a Colorado Native, originally from Arvada, now living in Northern Colorado. I have been married to my husband, Ron for over 30 years. As a former Navy wife for 12 years, the military life allowed me to experience life in a lot of...

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.