Our Story

Our story starts the same way yours did.

Someone decided to build something, and then kept showing up. For Nate, it began at eleven - with a box of business cards and a lawn mower.

Nate Walters as a young boy with his mother, Sheila, at a birthday celebration in 1971

Where it began

Raised in the community we still call home, Nate learned early what family, hard work, and showing up for people actually mean. Everything the practice does now traces back here.

Nate and Sheila Walters, 1971

1971
Age
11
Business cards Nate Walters printed at eleven to advertise his lawn mowing and yard work services
The first business

He printed business cards before he could drive.

At eleven, Nate printed these business cards and started mowing lawns to save for college - an early venture that helped him pay his own way to the University of Washington.

It's the first thing many clients learn about him, and the reason the rest of this page reads the way it does: he has been a business owner since he was a kid.

1990s
Nate Walters early in his career at a Seattle office overlooking the harbor at sunset

Learning the industry

In his twenties, Nate began his career in Seattle - learning the fundamentals and, more importantly, forming the convictions that would later define a practice of his own.

Nate Walters holding his young son Tyler outdoors at night in 1995

A reason to build something lasting

The beginning of a lifelong commitment - not just to family, but to building something that would outlast him. It's the same instinct he now recognizes in every business owner he sits down with.

Nate and Tyler, 1995

1995
Nate Walters holding the 2007 President's Trophy

Colorado Springs, 2007

2007
The Walters family receiving the award together in 2007
2015
The practice

Everything led here.

The larger the company, the harder it got to serve people the way Nate believed they deserved. So he left and built his own - a private, family-owned practice.

Nate and Tyler Walters together at White Horse Golf Club in 2025

Tyler joined the practice

A decision years in the works. Three decades on, the mission hasn't moved: serve with integrity, value relationships over transactions, and build something meaningful for the generations that follow - which is, after all, exactly what our clients are trying to do.

Nate and Tyler, White Horse Golf Club, 2025

2025
Today
A seagull on the rail with the Olympic Mountains across Liberty Bay
Sunset over Liberty Bay from the Walters Wealth Management office

The view that keeps us here

Three generations in, this stretch of Liberty Bay is still home - the water we grew up on and the place clients find us today. It's a good reminder of what all the planning is really for.

Liberty Bay, Poulsbo

The office

Rooted in history. Designed for connection.

For nearly a century, a weathered structure stood as a familiar landmark on Liberty Bay. We couldn't save it - so we rebuilt it, and made it the heart of the practice.

A boy at the water's edge beside the original boat house, photographed in 1960

The original boat house on Liberty Bay, 1960.

The original boat house being taken down by an excavator at the water's edge
The decision

Time took its toll

Nearly a century of weather had done its work. Rather than patch what couldn't be saved, we took it down to the pilings and started clean.

The new waterfront office under construction on the original site
The build

Rebuilt from the ground up

New framing rose on the same footprint - honoring what stood there while building something that could serve the practice for the next century.

The finished waterfront office on Liberty Bay
Today

The office on the water

What stands now is the heart of the practice: a place on Liberty Bay where clients meet the people looking after their life's work.

Now, let's hear your story.