Nathan J. Fox is a Financial Advisor with Concord Wealth Management where he works with individuals, families and business owners. He works alongside Michael Monteforte of Monteforte Law through a professional alliance, which they formed in 2011 to assist clients with retirement planning, legacy planning, college savings, business succession and Medicaid planning.
Prior to joining Concord Wealth Management in 2015, Nate spent six years with the Mass Mutual Financial group where he built a book of investment and insurance business, and where he was a recipient of the Mass Mutual Rising Leader Award*, a distinction awarded to a select few financial advisors for their outstanding performance during their first five years in the field of financial services.
Since joining Concord Wealth Management, Nate has established himself as a top Financial Advisor in the firm. He enjoys getting to know people and building trust so his clients can feel comfortable sharing their personal financial situations and goals. His passion in this business stems from his life experience seeing people close to him struggle with things such as savings, retirement planning, and debt. Nate’s purpose now is to empower all his clients with the information needed to have their money and wealth work for them, rather than the other way around, while using cutting-edge technology and techniques to give relevant and timely advice.
Nate is an avid rugby player and is working to grow the sport grow in New England. While in college at Plymouth State University, NH, he helped his team win a national championship in 2008. In 2010 he joined the nationally-ranked Mystic River Men’s Rugby Club team which competes at the highest amateur level in country. His career at that level culminated with a Division I National Championship in 2016. He now plays the sport socially, and is passionate about helping people get involved in the sport at a young age, as it has instilled in him valuable life lessons.
Interested in learning how Nate can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and he will get in touch with you shortly.
*The requirements of the Mass Mutual Rising Leader Award does not evaluate the quality of services provided and is not indicative of the applicant’s future performance.