I'm Nathan Frerichs, Founder of Blue Mountain Wealth Management
Welcome. I am a Personal Wealth Advisor helping people make their retirement dreams a reality through fiduciary financial planning. I specialize in retirement income planning for those who are within 10 years of retirement, or have recently retired. If you would like to learn more or schedule an introduction meeting with me without any cost or obligation you can access my calendar here.
About Us
Our Firm
Nathan founded Blue Mountain Wealth Management following a distinguished career as a Chief in the U.S. Coast Guard. His passion for financial planning was sparked by his own journey—navigating the complexities of wealth management while balancing a life of service. Recognizing the profound impact that sound financial guidance had on his own life, Nathan set out to create a firm dedicated to helping others achieve financial security and independence.
Our Values
During his Coast Guard career, Nathan demonstrated unwavering dedication to his team, leading them through hurricanes, oil spills, and government shutdowns while ensuring the resilience of the ports under his stewardship. His leadership, problem-solving skills, and commitment to serving others laid the foundation for his transition into financial planning. At Blue Mountain Wealth Management, Nathan continues his mission of guiding individuals and families through life’s financial challenges. His approach is rooted in trust, integrity, and a deep understanding of the unique financial needs of his clients.
Our Commitment
At Blue Mountain Wealth Management, our commitment to our clients is built on trust, integrity, and a personalized approach to financial planning. We understand that financial uncertainty can be overwhelming, and our goal is to remove the fear of the unknown by providing clear, strategic guidance tailored to each client’s unique goals. Whether planning for retirement, building wealth, or securing their family’s future, we empower our clients with knowledge and confidence, ensuring they have a roadmap to financial security. Through transparency, open communication, and a focus on long-term success, we strive to build lasting relationships and serve as a trusted advisor through every stage of life.
About Nathan
Outside of his professional endeavors, Nathan finds adventure in freediving, hunting, backpacking, and traveling. He remains actively engaged in community service as a dedicated member of the Coast Guard Chief Petty Officer Association, where he previously served as President of the Hawaiian Islands Chapter, further embodying his lifelong commitment to leadership and service.
Schedule a Meeting
If you would like to meet with a Fiduciary Financial Advisor, you can access my calendar to schedule a meeting HERE
How to Begin Financial Planning
To start the financial planning process, please fill out this form. The more information you are able to provide, the better plan and recommendations we can provide.
The form is secure and you are able to upload any statements or documents you would like to share securely with us on the form.