Assessing your finances just got easier.
How do you know if you’re doing enough to protect and grow your wealth? With Wealthalyze, you can find out in just 10 minutes. Wealthalyze has helped thousands of private investors measure the effectiveness of their wealth strategy, is simple to use, and generates a completely unbiased score that’s easy to understand.
Taking control of managing your wealth just got easier.
Created exclusively by our team of independent advisors, Wealthalyze provides totally unbiased results that you can act on. As an added bonus, Wealthalyze includes a follow-up SWOT (strengths, weaknesses, opportunities, and threats) analysis of your financial situation within two to three business days—so you know exactly where you can make improvements.
If you’re ready to take the next steps in bolstering your finances, whether you’re a wealth management beginner or a seasoned pro, try Wealthalyze for valuable insights to take better control of your financial future.
At Strategic Wealth Partners, our wealth management team gets to know you, learns about your values, and creates a personalized financial blueprint. Our conversations cover everything that's important to you and your finances, like whether your investment strategy is maximizing growth and protection, how you plan to pass your assets to your loved ones, how to minimize your taxes, and when you foresee yourself retiring.
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MEET Nate Fischer
As Chief Investment Strategist at Strategic Wealth Partners, Nate is responsible for the portfolio management of the proprietary equity strategies, as well as coordinating the security analysis process. In addition to individual company, sector, and economic research, he manages custom portfolios for selected clients.
Nate joined the firm in 2019 from a regional bank where he conducted equity research and served as a Portfolio Manager for trust, investment management, and employee benefit accounts. Prior experience includes generalist research responsibilities across a long/short equity strategy at an alternative asset management firm. Earlier in his career, Nate served as a Senior Investment Analyst for an institutional investment consultant where he focused on structuring portfolios with traditional and alternative assets, along with investment manager due diligence.
Mr. Fischer holds the Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations. He earned a Bachelor of Arts in Financial Economics from Gustavus Adolphus College in St. Peter, Minnesota.