As a Senior Financial Advisor for the Blasko Wealth Management Group, it is Nate's priority to gain a deep understanding of each of our clients' individual circumstances. He will formulate financial strategies personally tailored to our clients personal and financial goals. Our clients with equity compensation plans greatly value his guidance in navigating these awards and how they fit into their overall financial strategy. He also excels at helping our business owner clients properly plan for and maximize their exit plan.The uniquely developed strategies he creates for clients are adapted over time, according to the changes clients experience throughout their life. As a team, we pride ourselves on the connections we make with clients, which allows us to stay current with their goals and changing resources.Nate lives in Golden Valley where her enjoys an active lifestyle. In his free time you will find him hiking, fishing, weight lifting and enjoying various local restaurants. He also enjoys giving back to the community through various other local and national non-profit organizations.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
