For Kitsap County business owners

You built the business.
Now let's build the wealth.

We're Nate and Tyler Walters, a father-and-son practice in Poulsbo. We help Kitsap business owners turn what they've built into wealth that lasts, with investments, taxes, family protection, and a well-planned exit in one plan.

  • 35+ years advising business owners
  • Independent since 2015
  • Fifth-generation Kitsap family
Nate and Tyler Walters on Liberty Bay, near their Poulsbo office Liberty Bay, Poulsbo

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Walters Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.

Tell us what's most urgent. We'll start there.

Someone asked if I'd ever sell. I said maybe. Now I can't stop wondering what the business is really worth, and whether I'm ready to find out.

If something happened to me tomorrow, my family would inherit a business they've never run, and a partner with no way to buy them out.

Best year we've ever had. Then I saw the tax bill, and it was too late to change any of it.

My family keeps asking what our plan is. I keep telling them the business is the plan.

My best people have been with me fifteen years. I haven't planned for what happens to them when I'm gone.

Everyone assumes I have it all figured out. The business, sure. Everything outside of it? I've never had a real plan.

Everything you've built, planned together.

Six services that work as one, built around you and the business.

Someone should be planning for the owner.

In thirty-five years of advising business owners, I've seen both endings: sales that fell short and families caught unprepared, and owners who sold well, retired on their own terms, and left behind a business and a family that kept thriving.

The difference was rarely the business itself. It was whether anyone had been planning for the owner while the owner was busy planning for everything else.

Nate Walters
Nate WaltersFounder and President
Tyler and Nate Walters on a Kitsap golf course

You'll work with both of us.

No account reps or hand-offs. When you call, you reach one of us.

Our family has called Kitsap home for five generations.

Multiple generations of our family have worked at the naval shipyard in Bremerton, run the general store in Port Gamble, owned small businesses, served as firefighters, taught in local schools, worked in local government, and stayed deeply involved in the community. It's how we know the towns, the industries, and the people who keep this county running. Today, we put that to work for business owners from Kingston to Port Orchard.

Through Built in Kitsap, we also share the stories of the people behind the county's businesses.

Hood CanalPuget SoundLiberty BayDyes InletPort GambleOur family's general storeKingstonPoulsboOur office on Liberty BaySilverdaleBainbridge IslandBremertonGenerations at the shipyardPort OrchardMap data © OpenStreetMap contributors

The 4-Minute Reckoning

The questions you keep meaning to get to.

Twelve honest questions about everything the business touches - your taxes, your exit, your family, what happens if you step away. Four quiet minutes to find the gaps in your plan.

4 minutes 12 questions Private
Find the gaps in my plan
Where you'd stand
A clear read across what matters
ExitEstateTaxFamilyLiquidityLegacy

Your results, the moment you finish - no waiting, no call required. Graphic is for illustrative purposes only.

See what Washington's taxes would mean for you.

You don't need to have everything figured out to start a conversation.

Start with one question