An Intentional Approach to Wealth
You didn’t build wealth by chance.
But the decisions ahead — retirement, a business exit, a liquidity event — are where carefully built wealth gets mishandled. Not from bad intentions. From fragmented advice, missed coordination, and decisions made without the full picture in view.
That’s what CURRENTS is built for.
Meet Nate Willardson, CFP®
founder of CURRENTS Wealth Strategies.
I started CURRENTS because I kept seeing the same gap in how wealth is managed.
I spent nearly a decade at a global private bank advising families on some of the most consequential financial decisions of their lives. That complexity shaped how I think, but I also saw the trade-off: large firms are built for scale. Eventually, your unique family vision gets lost. What’s left is generic advice and a portfolio that looks like everyone else’s.
I built CURRENTS to ensure that never happens.
As a fiduciary, fee-only practice, our allegiance is entirely to you. No commissions, no product incentives, and no institutional constraints. Just a coordinated strategy built around your specific situation, your income, your taxes, your legacy, and the life you actually want to live in retirement.
Outside of work, you’ll find me chasing waves wherever I can find them, holding my own on the pickleball court, and somehow keeping pace with my wife and kids who make it all worth it.
I’d love to connect.
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
Utilizing a long-term approach to thrive through business cycles, minimize taxes, and capture market inefficiencies.
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.
Let’s Get Started
Every planning process begins with a clear understanding of what matters to you. A focused discussion can help organize your current situation and next steps.
Schedule a 30-minute introduction to talk through your goals and planning considerations.
