advicer.bio/natewillardson

Nate Willardson, CFP®

I help successful families invest smarter, reduce tax friction, and protect what they leave behind.

I believe transitioning into retirement should feel like an exciting milestone, not a source of stress. My goal is to give you total transparency and genuine partnership so you can step away from work with confidence and focus on your highest values. I spent nearly a decade at a global private bank helping families navigate their biggest financial decisions. I loved solving complex problems, but I noticed that large firms are built for scale. This often means your unique family vision can get lost in a portfolio that looks like everyone else's. I founded CURRENTS Wealth Strategies so you never get lost in the shuffle. Combining modern digital tools with tailored personal guidance, I help families with $1M+ in assets streamline complex balance sheets into a clear, sustainable retirement plan. When we work together, I guide every decision around a few simple truths: -> Your "Retirement Paycheck": I unify your diverse income streams into a steady, tax-efficient monthly paycheck, giving you total freedom to enjoy life after work. -> What you keep matters most: Strong returns mean nothing if they get eaten up by taxes. I design multi-year strategies (anchored by dedicated planning sessions in the Spring and Fall) to minimize your lifetime tax burden. -> No lazy investments: I don’t believe in cookie-cutter portfolios. Every asset in your plan has to earn its spot by delivering real return, lowering your risk, or saving you money on taxes. -> Legacy & Impact: Whether you're selling a business, unraveling concentrated stock, or prepping for 30+ years of retirement, I connect all the dots so nothing slips through the cracks, protecting your family and supporting the causes closest to your heart. If you are looking for a partner to help you manage your wealth - send me a message. I'd love to meet you.