About Shipwright / Values 

• At Shipwright, we believe in:
  • Having the Heart of a Coach
    • Listen well, motivate through deep understanding, and kindly guide where to continue, adjust, develop, or stop activities to achieve your goals.
  • Being a Student of the Game
    • Be curious and love to learn, train, and improve
  • Craftsmanship
    • We strive to deliver the best advice, provide the best service, and constantly improve everything we do.
  • Transparency
    • Examine our practices, pricing, and guidance openly and honestly, learn from our mistakes, and meet our commitments.
• What makes Shipwright different/unique:
  • Your Independent Partners
    • Although our firm is an employee-owned limited liability company, our attitude is that of a partnership. We think of our clients as owner-partners and ourselves as managing partners. We work for our owner-partners (clients), who provide 100% of our revenue and whose success determines Shipwright’s success.
  • “Small-Batch”
    • Small is beautiful. Serving ~50 households enables us to focus intensely on each client's needs and be their advocate and coach. If we need a resource you need, we will work with you to find it through our local and national connections.
  • Tech Forward
    • Unlike most financial firms that use outdated and complicated systems, we strive to choose only the best technology for our clients - platforms with the least headaches, robust security, best features, and great design.

Nate Owen Bio