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MEMBER PROFILE

 

Nate Oltmans

Cornerstone Wealth Management

 

Member profile details

Membership level
Triangle Individual
First name
Nate
Last name
Oltmans
Title
Partner, Director of Advisors
Company
Cornerstone Wealth Management
XPX Chapter Email Lists
  • Triangle News & Events
 

CONTACT INFORMATION

City
Raleigh
State
North Carolina
 

PROFILE INFORMATION

Call me when
We know how easily money can distract you from the things in life that are truly important. For more than 30 years we have helped our clients gain clarity in their money life enabling them to focus on what really matters. Let’s talk.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Culture
  • Entrepreneurship
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Management succession
  • Philanthropy
  • Private placements
  • Retirement
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CFP, CKA
Advisor Resource Relationships
  • EOS
In Business Since
2007
How to contact
919-847-4550
Website
www.cwmteam.com
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