Choice Wealth > Wealth Team
With Nate, you’ll have a dedicated advisor with over 12 years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed with the goal to grow and protect your wealth.
More About Nate
Areas of Focus
How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.
More About Nate
Nate Natwick is an Investment Advisor Representative with NewEdge Advisors. He has been a partner in the office for over three years. Prior to working at Choice Wealth, he worked at Investment Centers of America in various roles for 12 years, ending his time there as the Assistant Vice President of the Financial Solutions Team.
His securities registrations include the Series 7, held through LPL Financial, and the Series 66, held through LPL Financial and NewEdge Advisors. He also holds life and annuity as well as accident and health insurance licenses. Nate earned a Bachelor of Science degree in Business
Administration from the University of Mary in Bismarck.
Nate is committed to helping people work toward their financial goals, whether it’s saving for college, retirement or something in between. He works to build customized, full financial plans for each client and he meets with them regularly to review investment performance. Regular
meetings are also important to reaffirm personal and investment goals.
Nate and his wife Kristen reside in Bismarck and have one child, Hudson, 3. Outside of the office, Nate enjoys spending time with family and friends, golfing, and traveling. He also is an avid Duke Blue Devil’s fan and can be counted on to be watching almost every game of the college men’s basketball season.
Left-to-right: James Fettig, Lisa Boehm (Client Services Associate), Anna Novak (Client Services Associate), Nate Natwick, Tina Pritchett (Client Services Associate)
From the Choice Wealth Blog
For timely resources, tips, and advice from our Wealth Team, visit our Choice Wealth blog.