At EQ Wealth Management
EQ Advisors provide premier tailored wealth management solutions to executives, business owners, and affluent families. Our reputation for mastering complex compensation packages for public and private companies is exemplary. Our unwavering commitment to serving as a fiduciary, coupled with experience, knowledge, and insights, have made EQ advisors trusted resources for financial wisdom and empowerment.
Nate is passionate about coaching clients as they navigate the complex terrain of wealth and financial planning. His passion is reflected in the enthusiasm he has for sharing his knowledge and experience with others.
In addition to his role as a trusted advisor, Nate also helps chair our bi-monthly Investment Policy Committee meetings and manager due diligence calls.
Previous Roles or Ventures
Prior to joining EQ, Nate was a financial advisor with Wells Fargo, in Seattle. At Wells Fargo, Nate provided financial planning and investment management services to a select group of clients.
Outside the Office
Nate enjoys living in Seattle and spending time with his wife, son, and their dog. When he’s not at work, he’s often busy serving the Seattle community. He has previously been a board member of the Rotary Club of the University District and Co-Chair of the Scholarship Committee.
