Broker Check
Nathan A. Pierce, LUTCF®, CExP™

Nathan A. Pierce, LUTCF®, CExP™

Financial Advisor

Helping Individuals, Families and Business Owners control their financial lives

As the last few years have shown, global turbulence can have swift and dramatic impacts on our personal
and professional financial success. Nathan Pierce and his team have over 20 years of experience providing a holistic planning and wealth management process for individuals, families and businesses in Colorado and
beyond, building resilience into his clients’ financial plans.

Nathan knows goals are achieved through proper organization, protection and a clear understanding of
what’s important to his clients, so he works closely with his clients to design personalized strategies to
provide access, control and tax efficiency.

Nathan shares innovative ideas that provide clients confidence, clarity and consistent results and collaborates strategically with lawyers, accountants and other professionals to provide comprehensive planning. Because of his caring professionalism, Nathan’s clients consistently refer him to their friends, family and business associates.

With an early understanding of the value of hard work and planning, Nathan graduated from the University of
Southern Maine with a Bachelor of Science Degree in Economics while working multiple jobs in order to
graduate debt-free.

Nathan joined the Wealth Strategies Group in 2012 because of the firm’s reputation for innovative planning
strategies and ethical behavior.

Nathan has been a devoted husband to Julie for over 20 years and is the proud father of Isobel and
Jonathan, cheering them on in track, cross-country, soccer and their other endeavors. When not engaged in
work, school or sports, the Pierce family spends as much time as possible skiing, fishing, hiking and
spending time together in the Colorado outdoors.

2023-158857 Exp. 8/25

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6455 S. Yosemite Street Ste 425 Greenwood Village, CO 80111/303-770- 9020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York NY. PAS is a wholly owned subsidiary of Guardian. Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. CA Lic# 0I05017