About

WITH SO MANY FINANCIAL ADVISOR?

Why Trust Us?

Simple Solid Solutions. We do the things over and over again that work.
We believe in high touch approach, and being able to get all of your questions answered quickly.
Customizing a viable financial strategies based off of client goals and dreams.
Low fees for years of experience in the financial markets.
Keeping your financial situation secure, and safe is our priority. It’s our duty!
We work with clients across all financial levels

FINANCIAL PEACE THROUGH STRATEGY-DRIVEN INVESTING

We do the research and heavy lifting for you. We seek to overweight asset classes and sectors of the market doing better, and underweight or avoid areas of the market doing poorly.

FINANCIAL SECURITY

Build your future and leave your legacy. Let’s achieve your financial goals together to achieve a legacy.

Nate
Founder/President

Nathan Allred is the Founder/President of Bristlecone Wealth, and is based out of Lindon, Utah. Nate believes in a plan based approach built around a solid understanding of each client’s goals and risk levels, along with the macro trends found in the market. Nate takes a systematic approach to the market and investing. Core to Nate’s practice is being a trusted consultant and friend who takes the time with each individual.
He graduated with a BS in Biology from Utah Valley University in 2005. He has been a trader with more than 15 years experience developing trade strategies, set ups and tactics, and Co-founder of Apiary Investment Fund. He is a trader, worked on business development, strategic planning. Nate became a financial advisor in 2022, he has no registrations as an investment advisor prior to 2022.
On a personal note, Nate is married to Marianne, and has four kids. You may see Nate competing in local triathlons or playing basketball. He loves the outdoors, camping, and spending time with his family.

HEAD OFFICE PHONE
(801) 830-9249

EMAIL
nate@bristleconewealth.com

ADDRESS
1176 S. 590 E.
Payson, UT 84651

SOCIAL PROFILE

Unified Wealth Financial DBA of Bristlecone Wealth, LLC (“Unified Wealth Financial”) is a Registered Investment Advisor (“RIA”) located in the State of Utah. Unified Wealth Financial provides investment advisory and related services for clients nationally. Unified Wealth Financial will maintain all applicable registration and licenses as required by the various states in which Unified Wealth Financial conducts business, as applicable. Unified Wealth Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.