Bremerton · Kitsap County
Wealth Management for Bremerton Business Owners
Bremerton is Kitsap's largest city and part of our own family's story. Generations of us worked at the shipyard here.
A city in our family history
Several generations of our family worked at Puget Sound Naval Shipyard, and we spent many summers at a cabin out on Rocky Point. Bremerton isn't an unfamiliar name on a map to us. It's woven into our own history.
A working city
Bremerton is a working city with real, substantial businesses: a downtown revitalizing around the ferry terminal, established trades and contractors, healthcare and professional practices, and firms that have served the area for decades. Long-established businesses tend to share a few questions:
Trades and contractors whose work depends on a few large customers.
Companies with decades behind them and no clear successor yet.
Key employees who may also be the most likely buyers.
A building the business owns that is quietly part of the retirement plan.
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 TylerDecades of seeing how it goes
What we bring to Bremerton owners is experience. In more than thirty-five years of advising business owners, Nate has seen just about everything an owner can go through: valuations that came in low, sales that dragged on, health scares, lost contracts, a family caught unprepared. He's also seen owners sell well and pass wealth cleanly to the next generation. The difference was rarely the business. It was whether anyone had been planning for the owner.
Good places to start