Nathan Tomkiewicz, CFP®
Clarity, Earned Through Every Step | Fee-Only | Fiduciary
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Serving Clients Nationwide
Clarity, Earned Through Every Step | Fee-Only | Fiduciary
Areas of Focus
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Health Care Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Nathan Tomkiewicz, CFP®
Hi, I'm Nate Tomkiewicz, a CERTIFIED FINANCIAL PLANNER® Professional, and founder of Tomkiewicz Wealth Management.I use my experience with investments, Social Security, healthcare planning, and retirement accounts to help you navigate your path to retirement with confidence. I believe in speaking plainly, without jargon or confusion, making complex financial concepts easy to understand. My focus isn't just growing your numbers—it's creating the freedom for you to focus on family, passions, and the life you've worked so hard to reach.
I was born and raised in the Berkshires of Western Massachusetts, where I developed my love for the outdoors that continues to shape my approach to life and financial planning. Today, I live across the border in Upstate New York with my wife Liz and our daughter Penelope, along with our two dogs Kimber and Goose. We're an all-season outdoor family. We love fishing and golfing in the warmer months, but our favorite time is winter when the snow falls and we can ride our snowmobiles!
In 2021, I booked the snowmobile trip of a lifetime to Burandt's Backcountry Adventure in Colorado. For years, it had been my dream to ride in the backcountry. I was set to go alone, and everything about the trip was new to me. So, I decided to invest in a professional guide—and what a great investment that turned out to be. My guide provided a gear checklist, detailed instructions for arrival, coaching on deep snow riding techniques, and—best of all—took me to incredible riding spots without wasting time figuring out where to go. Most importantly, they guided me safely around avalanche terrain, giving me peace of mind and ensuring I'd return home safely.
This experience reinforced what I believe about financial planning: having the right guide makes all the difference. As your financial advisor, I bring this same guidance philosophy to your retirement planning. I help you prepare properly, avoid hazards, and find the most rewarding path forward.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- XY Planning Network
Primary Location
Wynantskill, NY, 12198
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. In our first conversation, we'll start by getting to know you — your goals, your family, and what you've worked hard to save. From there, we'll discuss the challenges and questions that matter most to you, so we can determine together whether Tomkiewicz Wealth Management is the right fit for your retirement journey. I look forward to speaking with you.Offers Investment Management
Yes
About Tomkiewicz Wealth Management
Tomkiewicz Wealth Management, LLC is a fee-only, fiduciary registered investment advisory firm based in Wynantskill, New York, serving clients in New York's Capital Region, Berkshire County, and virtually nationwide.We work only for you, with clear fees and no hidden agenda. Your best interests always come first. Through smart tax planning, income strategies, and investment management, we help you get the most value from every dollar you've saved.
Our planning aims to help you create reliable income, protect your investments, and enjoy the financial freedom you've worked hard to build. We specialize in retirement income strategies, personalized investment management, benefit optimization, tax planning, and health care cost planning — with a particular focus on healthcare professionals within 10 years of retirement who juggle demanding careers with intricate benefit packages, including 401(k), 403(b), and 457(b) plans.
Money is just a tool. What really counts is family, experiences, giving back, and enjoying the retirement you've worked for.
Education
Massachusetts College of Liberal Arts, BS, Business Administration | Berkshire Community College, Associate Degree, Business
Hobbies and Interests
- Family
- Fishing
- Golf
- Hiking
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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