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Our Story

Our Clients

The Founder

Our Approach

Financial Services

Financial Planning

Investment Management

Tax Preparation

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FAQ

We Make Long Weekends Longer

Fee-only financial planning and investment management, towards a meaningful life.

Image of lake with a canoe.

How do We Define a rich life?

For many of our clients, it might mean more than money.

Our Passions:

The Great Outdoors

Adventures, ski weekends, and enjoying time in nature.

Making Memories With Loved Ones

Prioritizing precious time with loved ones, over an endless grind of work.

Our financial planning work is centered around supporting these values.

photo of two people skiing

Your Longterm resource

We'll work together continually, following our crafted program to build a great plan and enact it collaboratively.

Our Program:

The Founder

Nate Owen

photo of Nate Owen

After a fast-paced career in private finance, Nate returned to his roots.

 

An avid sailer and builder of ships, he brings craft, care, and a love of learning to Shipwright client families.

We're a fee-only firm, for a reason.

We don't sell products, or get commissions.

We believe in transparency, and removing conflict of interest from financial advice. As a fiduciary, we only serve your needs and interests.

Take your first step.

Schedule a free intro chat to tell us your story.
We'll tell you ours, too.

photo of two women kayaking

Our Core Program

We work with clients on an ongoing basis, following a proven and carefully crafted process to achieve reliable results

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