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James Fettig – Wealth Manager
Nate Natwick – Wealth Manager

Bismarck Office: (701) 250-5126
Beulah Office: (701) 873-4117
Email: info@choicewealth.com

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Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Meet Our Team

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James Fettig

Wealth Manager

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Nate Natwick

Wealth Manager

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Lisa Boehm

Assistant

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Anna Novak

Assistant

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Tina Pritchett

Assistant

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We Care About Your "Why"

It’s more than investments. It’s about understanding the ‘why’ behind your decision to plan for your financial future. Our philosophy is simple. We want to provide the best People First service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.

Our Goal

Each of our clients has a different story. When you partner with us, we’ll create a customized plan to work toward your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.

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Latest Blog Posts

Debt and Retirement: Can You Handle Both?

Submitted by Choice Wealth on December 14th, 2022

Saving enough for retirement while carrying and paying off debts can be an uphill battle. For some pre-retirees, debt repayment is the primary focus over savings, leading them to delay or reduce their retirement lifestyle. But if you’ve been struggling to save, It’s never too late (or early) to take steps to encourage you to get back on track.

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Personal Finance Mistakes to Avoid

Submitted by Choice Wealth on December 14th, 2022

There are hundreds of articles on the so-called “biggest financial mistakes” that people make and some tips on avoiding them. We’re used to seeing common examples of how peoples’ activities, like overspending or making minimum payments, may get people in trouble. These lists of mistakes could fill a book, but many are rooted in a failure to adhere to basic financial guidance.

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Retirement Plan FAQs

Submitted by Choice Wealth on November 1st, 2022

We get a lot of questions about investments, especially retirement plans. While everyone has different needs and goals, here are a few common questions we receive, and some basics to consider.

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Bismarck Office:

  • 207 East Front Avenue, Suite B, Bismarck, ND 58504
  • (701) 250-5126
  • 800-648-2423

Beulah Office:

  • 117 Highway 49 N. Beulah, ND, 58523
  •  (701) 873-4117

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
 
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Choice Wealth are separate entities from LPL Financial. Choice Financial Group and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Financial Group or Choice Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

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