Poulsbo · Kitsap County
Wealth Management for Poulsbo Business Owners
Poulsbo is home. Our office sits on Liberty Bay, our family has been here for five generations, and we focus on the owners of privately owned businesses.
Home, for five generations
Poulsbo isn't a market to us. It's where our family has lived for five generations, where we've lost count of the donuts from Sluys Bakery, and where our office sits on Liberty Bay. A weathered boathouse stood on that stretch of water for nearly a century. Rather than patch what couldn't be saved, we rebuilt it from the pilings up and made it the heart of the practice.
It's a fitting home for the work. Most of the owners we sit down with are doing the same thing: building something meant to last longer than they will.
Front Street and well beyond it
Poulsbo's business community runs from the shops and restaurants on Front Street to the marine trades on the bay, the professional practices around town, and the companies built along Viking Avenue and the 305 corridor. Tourism brings busy summers and Viking Fest weekends, and many businesses here are family-owned, some now in their second or third generation.
The questions we most often help Poulsbo owners think through:
Passing a family business to the next generation, or deciding not to.
Saving outside the business when seasonal cash flow makes it uneven.
A business and a home that together make up most of the family's net worth.
Washington estate tax, which reaches more local families than most expect.
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 TylerWorking with us
You work directly with Nate and Tyler, not a rotating team. Nate has advised business owners for more than thirty-five years and founded this independent practice in Poulsbo in 2015. We coordinate everything with the CPA and attorney you already trust, and you're always welcome at the office on Liberty Bay.
Good places to start