We look at the forest, not just the trees.
Collaborative financial planning to provide perspective and insight into your now, and later.
Defining wealth beyond net worth
Our clients' biggest obstacle? Their desks.
Work can be meaningful, but not always as satisfying as floating in a canoe, on a clear summer's day.
Going Alone Isn't Going Anywhere.
Financial moves can be scary and confusing. We're proud partners with our clients to provide structure, education, and expertise towards their financial goals.
Meet the Founder of Shipwright Advisors
Nate Owen
A relentless thinker, learner, and craftsman.
For Nate, sailing was always an escape.
A source of joy that rewarded learning and dedication.
Nate's career started in the whirlwind of corporate finance, working on high-stakes mergers and developing systems for prioritized investments.
He soon realized, though, that this was not the life he wanted. He decided to return to his roots, and build a life centered around memorable adventures outside, with his family.
He founded Shipwright Advisors as a place where learning and lifestyle could be a focus. He believes deeply in the power and value of education, centering a crafted process of planning around seasonal opportunities to teach and empower client families in matters of financial literacy.
Nate resides in Vermont with his wife and two children, and continues to enjoy sailing as often as possible.
Nate is a proud member of:
Our Mission:
To educate, empower, and encourage our clients towards a life with financial options.
We Believe In:
Empowering Education & Coaching
Learning and teaching are at our core. We love to impart information in a way that encourages and fosters ownership.
We're proudly and forever a "student of the game," as we'll always be in pursuit of more knowledge to improve our craft.
Craftsmanship
Like building a ship, we see our work as a dedication to craft. Our tools, experience, and process are deeply refined, and delivered with care.
Transparency
We believe in open and honest communication. This includes our pricing, our practices, and how we learn from mistakes.
Life Outside The Office
You won't find adventure behind a desk. We use financial planning to support full and meaningful lives, centered around family, travel, and nature.
The Golden Rule
The tools, advice, and way we interact is exactly what we want and use for ourselves.
Time with your family. Tree-lined hikes with the dog. A weekend away, sailing on the lake.
We consider these things precious, and a measure of true wealth.
How do you define wealth?
We work with families and business owners to help answer this question.
Then, we create financial pathways together towards building and preserving their version of wealth.
Our Vision:
Pathways to an adventurous and meaningful life.