Nathan Workman
Nathan Workman
Investment Adviser Representative
Before joining Alloy Wealth, Nathan amassed over two decades of industry experience in a broad range of roles, including estate planner, tax consultant, data scientist, and auditor. In addition to securities and insurance licensure, Nathan is a licensed attorney and registered tax preparer, and has garnered numerous accolades for client service and professional excellence throughout his career. He earned academic honors with both his Bachelor of Science in Finance and Juris Doctor degrees, and has made learning a priority throughout his career, having prepared and presented continuing education courses regularly for groups such as the National Business Institute and North Carolina Bar.
When not in the office, Nathan cherishes every moment spent with his wife, Emily, and their two inquisitive children, Everett and Tessa. Whether he’s reading books in whimsical voices or embarking on destinations rich in history, he believes in imparting the values of curiosity and life-long learning to his children. Music serves as a refuge in Nathan’s bustling life. Although his schedule often limits time with his beloved guitars, he rarely turns down any opportunity to sift through dusty crates in hopes of uncovering hidden gems for his ever-growing record collection. Nathan brings the same meticulous care and passion to ensuring his clients’ financial, legal, and tax strategies harmoniously align with their long-term goals.
Contact Us
You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.
When it comes to investment management, Alloy Wealth will help guide you towards your goals.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.
Copyright 2020 | All Rights Reserved