Matter Team
Nate Michaelson
Nate supports the complex financial needs of high-net-worth families with precision and care. He plays an active role in wealth planning, tax coordination, and entity structuring, ensuring smooth execution across accounts, trusts, and investment vehicles. Known for his thoughtful and service-oriented approach, Nate builds strong relationships with Matter families while helping them navigate the many dimensions of their financial lives.
Before joining IWP in 2025, Nate worked at TIAA, where he began as a financial services consultant before advancing to the wealth support team. In these roles, he partnered with advisors to deliver tailored financial solutions, resolve complex issues, and enhance the client experience in fast-paced environments – all of which prepared him well for his role at Matter.
Nate earned his BBA in finance and completed the Legal Studies Certificate program at the University of Georgia. He holds the SIE, Series 6, Series 63, and Colorado Life and Health Insurance licenses. Outside of work, he enjoys playing hockey, golfing, skiing, and cheering for the Georgia Bulldogs.