Port Orchard · Kitsap County
Wealth Management for Port Orchard Business Owners
Port Orchard is the county seat and the heart of South Kitsap: a waterfront main street with a fast-growing business community around it.
Main street, and a growing south end
Bay Street gives Port Orchard the feel of a true main-street town, with local shops and restaurants along the water and the foot ferry running across to Bremerton. Around it, South Kitsap has grown quickly, and so have the contractors, home services, health care and professional practices that serve it. Growth brings its own questions:
Rising income that changes the tax picture every year.
When to reinvest in the business, and when to build wealth outside it.
Family members working in the business, and who eventually takes it over.
Putting the right retirement plan in place as the team grows.
Relationships over transactions
Walters Wealth Management is a private, family-run practice. You work directly with Nate and Tyler, through building the business, selling it and whatever comes after. Nate has advised business owners for more than thirty-five years. Tyler is a fifth-generation Kitsap resident who built a career alongside growing businesses before joining the practice. Port Orchard owners tend to value what we do: relationships over transactions, integrity, and building something meant to last.
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 TylerOn this side of the water
We spend real time in South Kitsap, and we coordinate everything with the local CPA and attorney you already trust. Focusing on business owners is what lets us plan for the way your wealth, your business and your family are tied together.
Good places to start