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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

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Business Boosters: How to Exit Your Business Successfully

Business Boosters: How to Exit Your Business Successfully

Every business owner needs a plan to exit their business in a way that helps prepare them and the business.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

7 Ways to Show Your Appreciation for Mom this May

For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.

Gift Yourself a Debt-Free Holiday

Here are some tips on how to have a holly, jolly and less stressful gift-giving season.

Business Boosters: Tips for Building a Team

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How to Make Smart Debt Decisions

Making smarter decisions about debt can help you reduce stress.

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

Financial Hacks for Millennials: 5 Ways to Manage Finances

De-stress money management in your household with a systematic approach.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Principles of Preserving Wealth

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Saving for College 101

Here’s a crash course on saving for college.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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