Here’s our story.

A woman and a young boy with red hair celebrating a birthday with a cake and candles.

This is where it all began. Raised in the local community we still call home, Nate learned early the value of family, hard work, and showing up for the people who matter most.

Nate and Sheila Walters, 1971

A sign for lawn mower and yard work services, featuring bold text with the name Nate Walters and phone number 598-4236.

At just 11 years old, Nate printed his first business cards and began mowing lawns to save for college, a venture he would continue through high school to pay for his education at the University of Washington.

A man holding a young child outdoors at night with buildings in the background.

Fatherhood changed everything. This moment marked the beginning of a lifelong commitment - not just to family, but to building something lasting for the next generation.

Nate and Tyler, 1995

Early years in the industry.

A man wearing a blue and black striped sweater and light-colored pants standing by a desk in an office with a view of a harbor and cityscape through large windows at sunset.
Three people dressed in formal attire standing together, one woman holding a rose, in a dimly lit indoor environment.

In his twenties, Nate began his professional career in Seattle, learning the fundamentals of the financial industry and shaping the values that would later define his own firm. From the very beginning, Nate’s wife, Kelley has been his steady partner, supporting the long hours, the big decisions, and the vision they were building together.

Two men in suits standing outside holding a plaque that reads "2007 President's Trophy."
Group of nine people standing outdoors, one girl and boy holding a plaque, a woman holding a bouquet, all dressed in formal attire, with trees and mountains in the background.

Success was never a solo pursuit. This moment reflects a team effort, shared sacrifice, shared values, and shared pride in work done the right way.

A family of four posing outdoors in front of lush greenery. The woman and man are smiling, with the woman wearing a white dress and the man in a white shirt. The little girl is sitting on the man's arm, wearing a blue floral dress and white sandals, while the young boy stands in front, wearing a matching blue floral shirt.

Time together has always mattered. Even as Nate’s career grew, family remained the constant, grounding everything else.

Two men smiling on a golf course with trees, a water hazard, and a clubhouse in the background on a sunny day.

In 2025, Tyler joined Nate in his practice, a decision that had been in the works for years. Three decades later, the mission remains the same: serve with integrity, value relationships over transactions, and build something meaningful for the generations that follow.

Nate and Tyler, White Horse Golf Club, 2025

Rooted in history. Designed for connection.

Here’s the story behind our office.

A black and white photograph of a boy in striped shirt and shorts at a lakeside, pointing towards a boat nearby. The boy is standing on sandy ground near a wooden house on stilts, with a tree and distant hills in the background.

When we purchased the property, we were immediately greeted by and drawn to the potential of the old structure, sitting on the edge of the water. Years later, it became known as the ‘boat house.’ It became an escape for us, to bask in the views and feel the crisp air from the Puget Sound. We spent many summer nights here.

A house being demolished by an excavator near a body of water with houses across the lake and trees in the background.
Wooden house frame under construction on a lakeside with sailboats, trees, and a partly cloudy sky in the background.

For nearly a century, the structure stood as a familiar landmark on Liberty Bay. Years later, time took its toll, leaving it compromised, with wooden pilings rotted through and the building on the brink of total loss.

Ultimately, we made a decision that felt both practical and timely: to replace the old structure by building a new one from the ground up, in what would ultimately become our personal, waterfront office.

What started as an idea to create a better meeting space has become the heart of not only our firm, but also an experience for our clients. Today, it serves as a full-time office and a place where we regularly host clients, whether for financial planning conversations, reviews, or simply to sit together and take in the sights of water, mountains and wildlife.

A house on stilts located by the beach, with a deck and sliding glass doors, surrounded by trees and bushes, and a few white chairs on the hillside in the background.
Serene sunset over a calm body of water with colorful sky, distant mountains, trees, and a small house near the shoreline.
A seagull standing on the edge of a roof, overlooking a calm body of water with houses and trees, and snow-capped mountains in the background.
A panoramic view of snow-capped mountains in the background, a dense forest of pine trees in the middle ground, and a calm body of water with houses along the shoreline in the foreground.

Let’s hear your story.

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