Broker Check
970-278-0790
nathan_pierce@wealthsg.com
Client Login-LBS®

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.

Learn more
Families

Families

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

Learn more
Businesses

Businesses

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

Learn more
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?

Learn More

Learning Center

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

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Learn More
Talking to your kids about money

Talking to your kids about money

Here are some practical tips for teaching your kids how to build a confident financial future
Learn More
6 money moves to make when growing your family

6 money moves to make when growing your family

Having kids is expensive. Here are 6 steps you can take to plan for your family’s financial future now
Learn More

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Learn More

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?
Learn More

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

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...
Read more
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...

Read more

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.