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Nathan Freshwater is an Investment Advisor Representative with Waldron Private Wealth. Nathan has a Series 65 license. Nathan Freshwater's professional experience includes working at Waldron Private Wealth, LLC., Wells Fargo Advisors, Fresh Shine, and Duquesne University. Nathan is a CERTIFIED FINANCIAL PLANNER™. Nathan specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Nathan Freshwater provides services such as financial planning, insurance planning, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
08/21/2021 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
IA
Issued 08/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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