Interview with Nate Birkholz, Director of Business Development at Dew Wealth Management
Description
With over two decades of expertise guiding business owners through wealth creation and multi-generational preservation, Nate brings an uncommon depth of knowledge to Dew Wealth Management. His distinctive background spanning law, public accounting, financial planning, and advanced trust implementation offers clients a comprehensive perspective that addresses all facets of sophisticated wealth management.
Nate's approach combines technical mastery with practical wisdom, making complex strategies accessible to the entrepreneurs he serves. As a trusted advisor to leaders of 8-figure businesses and beyond, he specializes in investment management, directed trusts, asset protection, and succession planning that safeguards both business interests and family legacies.
A graduate of Minnesota State University with a Bachelor's in Philosophy and holding a Juris Doctorate from the University of Nebraska College of Law, Nate applies analytical rigor and strategic thinking to every client relationship.
Beyond his professional practice, Nate serves as an executive coach for nonprofit Christian ministries and works with a select youth soccer club. He and his wife Sara of 29+ years enjoy cabin getaways and whatever time we can find with our adult children, Salem and Foster.
United States
