Nick Naubert

About Nick Naubert

O’Brien Gatien Wealth Management | A Boutique Firm for Business Owners & High-Net-Worth Individuals For over 40 years, O’Brien Gatien Wealth Management has served as a trusted partner to business owners and high-net-worth individuals. As a multi-generational boutique firm within Northwestern Mutual, we deliver strategic financial guidance through a highly personalized, relationship-driven approach. We pride ourselves on maintaining deep, long-term partnerships—offering the kind of high-touch service that only comes from a firm where clients are truly known, not just managed. How We Help: Wealth Protection & Risk Management –Preserving what you’ve built for generations to come.Tax-Efficient Investment Strategies –Maximizing growth while managing risk and tax implications.Business Succession & Exit Planning –Helping you transition your business on your terms.Retirement & Lifestyle Planning –Ensuring financial independence that aligns with your vision. With the strength and stability of Northwestern Mutual behind us, our clients gain exclusive access to sophisticated financial strategies, while experiencing the personalized service and continuity of a boutique firm that spans generations. Let’s Connect If you value a long-term, proactive relationship with a team that understands the complexity of your financial life, let’s start a conversation. We’d be honored to be part of your journey.

Experience

1. Partner & Private Wealth Advisor

   Northwestern Mutual

   Nov 2013 — Present · Seattle, WA, US

   We help our clients build and execute a financial plan focused on achieving their most important goals and dreams at every stage of their lives.

Education

• University of Washington

  BA, History

Skills

• Process Improvement
• Team Building
• Management
• Records Management
• Networking
• Salesforce.com
• Direct Sales
• Customer Service
• Business Development
• Cold Calling
• Strategic Planning
• Lead Generation
• Sales Process
• Information Management
• Leadership
• Crm
• Business Relationship Management
• Training
• New Business Development
• Sales Management
• Document Imaging
• Document Management
• B2b
• Solution Selling
• Business Planning
• Operations Management
• Microsoft Office
• Sales
• Saas
• Strategy
• Contract Negotiation
• Start-Ups