Silverdale · Kitsap County

Wealth Management for Silverdale Business Owners

Silverdale is where much of Kitsap County shops, works and does business. It's also a part of the county we've known all our lives.

Our office is on Liberty Bay in Poulsbo · Prefer to talk? Call 360-364-1777

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Kitsap's crossroads

Sooner or later, everyone in the county ends up in Silverdale, whether it's the Costco run we make ourselves or the businesses that serve the whole region. This corner of the county has been part of our lives for a long time. Silver City was a family dining cornerstone through years of childhood, and our network of local partners here runs deep.

A business community with its own mix

Silverdale's economy draws on the retail around Kitsap Mall, the medical and dental practices that have grown around St. Michael Medical Center, and the contractors and service firms that support Naval Base Kitsap-Bangor. Each brings its own planning questions:

Medical, dental and professional practices weighing a partner, an associate or a sale.

Contractors and service firms whose revenue follows government contracts.

Retail and franchise owners with most of their wealth in one location.

Fast-growing companies whose tax picture changes from one year to the next.

Tyler and Nate Walters by the water in Kitsap County

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 Tyler

What a specialist practice means for you

We focus on the owners of privately owned businesses, so the complexity that comes with your company, from the concentration to the exit, the tax and the succession, is the work we do every day. Nate has advised business owners for more than thirty-five years and founded this independent practice in 2015. Given how much of the county passes through Silverdale, there's a good chance we already share a few connections.

Let's talk
We'd like to hear what you've built.
Tell us what you've built and where you want to take it. We'll tell you, honestly, whether we can help.
Start a conversation