Consilio Wealth Advisors

Consilio (Latin) - on purpose, intentional, by design. 

Experience the confidence you deserve. CWA is one of the largest and fastest-growing independent wealth management companies focused on serving tech executives.

Partner and Co-Founder

Entrepreneurs'​ Organization

Board Member

Entrepreneurs' Organization is a high-quality support network of 18,000+ diverse business leaders from 220 chapters in 76 countries and growing. We help entrepreneurs achieve their full potential through the power of life-enhancing connections, shared experiences, and collaborative learning. EO has been helping entrepreneurs achieve transformational growth since 1987. Our member network is committed to learning and helping each other succeed. Gain access to the world's top experts. Grow beyond your personal limits. Make breakthroughs as you redefine and realize your goals in life and in business.

Member

Northwestern Mutual

Wealth Management Advisor

Building a world-class wealth management company, and having a ton of fun on the journey!

15+ years of experience in the finance industry, and co-founder of Consilio Wealth Advisors. CWA is one of the largest and fastest-growing independent wealth management companies that is solely focused on serving tech executives with significant equity compensation.

***The views & posts found on this profile are my personal opinion and do not reflect the beliefs of any business or professional organization I am associated with. 

***Consilio Wealth Advisors, LLC, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients nationally.

Taplio

Nathan Donohue CFP®, RICP®, CLU®, CLTC®'s Linkedin Analytics

Nathan Donohue CFP®, RICP®, CLU®, CLTC®

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