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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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Pursuing Success by

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

Avoiding Retirement Woes

Submitted by Choice Wealth on May 11th, 2022

How to Avoid Retirement Woes

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Choice Wealth on May 11th, 2022

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Charitable Giving: Doing Your Due Diligence

Submitted by Choice Wealth on May 11th, 2022

Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions. But what happens when the charity you’ve given to is fraudulent? You’ve now donated to a false entity, haven’t helped the cause, and cannot write it off on your taxes.

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    info@choicewealth.com

 

Bismarck Office:

  • 207 E Front Avenue, 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

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Iowa, Idaho, Kansas, Maryland, Michigan, Michigan, Minnesota, Montana, North Dakota,  New Mexico, Oregon, Pennsylvania, South Dakota, Texas,  Washington, Wisconsin, Wyoming
 
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