Navigating market currents
to preserve lasting wealth
with disciplined strategies.
Wealth Management Designed for Life in Motion
At Currents Wealth Strategies, we guide clients through the full dimensions of wealth: your money, health, time, purpose, community, impact, and legacy. Together, these dimensions shape how you live and lead. We help chart a path aligned with what matters most, so you do not simply reach your goals, you truly thrive.
Pre-Retirees and Retirees
Individuals and families preparing for retirement or already living it, seeking thoughtful planning that supports income, lifestyle priorities, and long-term financial coordination.
Tailored Investment Strategies
Individuals Seeking Ongoing Guidance
People who value personalized advice, steady communication, and a relationship grounded in engagement and mutual understanding.
Families Focused on Purpose and Legacy
Families who want their financial resources aligned with what matters most, including long-term impact across generations and community.
Meet Nate Willardson, CFP®
founder of Currents Wealth Strategies.
With extensive experience at a leading global private bank, I’ve worked closely with high-achieving individuals and families to build and preserve multi-generational wealth.
Now, I’ve created Currents Wealth Strategies specifically for those preparing for or are in retirement who want a more intentional, holistic approach—one that goes beyond traditional portfolio management to integrate your values, vision, and life priorities.
We focus on turning your unique definition of success into lasting impact.
How We Help
We provide comprehensive, tailored wealth management designed for your next chapter:
Tax-aware investment strategies
Investment decisions structured with attention to tax efficiency, asset location, and long-term coordination across accounts to help reduce unnecessary tax impact over time.
Proactive Tax Planning
Ongoing coordination around income, withdrawals, Social Security, and retirement distributions to thoughtfully manage tax exposure across different stages of retirement.
Values-Aligned Planning
Financial planning and portfolio decisions guided by your priorities, beliefs, and long-term intentions so your resources reflect what matters most to you.
Risk Management
Portfolio design and income planning that account for market volatility, longevity, healthcare costs, and changing circumstances throughout retirement.
Seamless Technology
Modern planning tools and secure digital platforms that provide organized reporting, document access, and clear communication to support a streamlined client experience.
Start a Conversation
Intentional wealth planning begins with understanding what matters most. A focused conversation can bring structure and perspective to important decisions.
Schedule a 30-minute discovery call to discuss your goals and planning considerations.
