Broker Check

Nathan A. Pierce Wealth Strategies

970-278-0790

Agent Photo

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.

Learn more

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.

Learn more
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.

Learn more
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.

Learn more
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.

Learn more

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Whole Life Insurance Can Be an Asset For Balance

Whole Life Insurance Can Be an Asset For Balance

Even if you didn’t grow up on a farm, you’ve heard, “Don’t put all your eggs in one basket.”

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

 

How to Cut Your Expenses

Living with confidence means living within your means. managers.

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.

Keep Your Credit Score on the Upswing

Your FICO score matters more than you may realize.

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

Toddlers to Teens: The Lesson of Money

Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Charitable Giving: Smart from the Heart

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

View all videos arrow