Bainbridge Island · Kitsap County
Wealth Management for Bainbridge Island Business Owners
Tyler and his family call Bainbridge Island home. For the owners building businesses on the island, the advisor who understands your world is also part of your community.
An island home
Tyler and his wife Julia are raising their daughter on Bainbridge Island, and they're active in the community here. Before joining the practice, Tyler built a career in software, working closely with some of the country's fastest-growing technology companies. That time inside growing businesses shaped his respect for what owners take on.
Island businesses, island questions
The island is home to hundreds of businesses: professional practices, boutique retail, marine and creative firms, and many owners whose clients or second office sit across the water in Seattle. It's an entrepreneurial place, and its planning questions have a character of their own:
Island real estate and a business that together cross Washington's estate tax threshold.
A professional practice planning a sale to a partner or associate.
A business, a client base or a commute that runs on the ferry schedule.
Building wealth outside a business that has absorbed most of the reinvestment.
Who you'll work with
Nate and Tyler, start to finish.
You'll work with both of us, the same two people through building the business, whatever transition you choose, and everything after. Nate has advised business owners for more than thirty-five years. Tyler brings an analytical, modern approach to every plan.
No account reps or hand-offs. When you call, you reach one of us.
Meet Nate and TylerAcross the Agate Pass Bridge
Our office is in Poulsbo, just across the Agate Pass Bridge, and we're glad to meet on the island. You work directly with Nate and Tyler. Nate has advised business owners for more than thirty-five years and founded this independent practice in 2015, and everything we do is coordinated with your CPA and attorney.
Good places to start