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

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How Will You Be Remembered?

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Retirement Savings Essentials in your 30s

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

 

Build a Stronger Financial Future

Learn about a financial asset that can help you build a stronger financial future.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Aware of Employment Rights for Workers with Disabilities?

Approximately 20% of U.S. adults have a disability, according to the CDC.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Financial Fixes: The Most Expensive Cheap Vacation

Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

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.

RE: Retirement

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Rightsizing for Retirement

What does your home really cost?

Video: The Independence of Financial and Emotional

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

View all videos arrow