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CURRENTS WEALTH STRATEGIES LLC
CURRENTS Wealth Strategies is a fee-only, fiduciary, full-service wealth management practice. It connects financial planning, tax planning, investment...
Overview
CURRENTS Wealth Strategies is a fee-only, fiduciary, full-service wealth management practice. It connects financial planning, tax planning, investment management, alternative investments, charitable giving, and risk management for clients facing defining moments such as approaching retirement, concentrated stock positions, business sales, and legacy planning.
General information
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Nate Willardson
CFP®, Founder
Nate Willardson
CFP®, Managing Partner
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