Nathan A. Pierce, LUTCF®, CExP™

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 partners 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.

2021-126429 Exp 9/23

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