Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
0
Client Reviews
0.5% to 1%
Percentage of Assets (AUM)
Meet The Team Behind Calculated Wealth
Nate Byers, CPA/PFS
Your Personal CFO: Wealth Planning Expertise for High-Net-Worth Families
Drawing on deep tax knowledge and extensive estate planning experience, I act as your dedicated personal CFO, and coordinating seamlessly with CPAs, attorneys, and insurance specialists to streamline your wealth strategy, mitigate risks, and drive long-term growth.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$750,000
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Cash Flow Planning
✔ Estate Planning
✔ Financial Planning
✔ Life Transition Planning
✔ Portfolio Management
✔ Social Security Planning
✔ Wealth Management
✔ Charitable Giving
✔ Philanthropic Planning
✔ Portfolio Rebalancing
✔ Retirement Planning
✔ Tax Strategy
✔ Investment Management
✔ Asset Allocation
✔ Business Succession Planning
✔ Family Wealth Transfer
Our Ideal Client Profile
Someone who is navigating one life’s biggest transitions such as retirement, sale of a business, or inheritance.
They appreciate and value professional services while taking joy in collaboration, learning, and growing. They’re second level thinkers who don’t settle with the status quo.
They appreciate and value professional services while taking joy in collaboration, learning, and growing. They’re second level thinkers who don’t settle with the status quo.
How We Work
1
Introductory Phone Meeting
Before committing your time or ours, this 20-minute phone call will allow us both to make sure your situation matches our expertise.
2
Plan Collaboration Meeting
Together we will build a preliminary plan—a chance for you to see how we think and assess if we’re a good fit to deliver the value you need.
3
Think it over
Take your time before deciding, ask: Do I trust CW? Will CW's value exceed cost? Does CW's approach make sense? Do CW's recommendations fit your needs?
4
Get started Meeting/Paperwork
During this meeting, we will answer any questions you have and if you are ready, start the paperwork to begin our partnership.
Behind The Scenes At Calculated Wealth
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Your Financial Advocate - Gaining Clarity and Efficiency in Complex Financial Decisions
I work as a "financial advocate" for families with significant wealth—think of me as someone fluent in both "taxes" and "attorney" who...
Transparent Pricing
Full Service Wealth Management
0.5% to 1% Percentage of Assets (AUM)
Ideal for those seeking a true full-service partnership—combining financial, tax, estate, risk planning, and investment management in one comprehensive relationship
Advice Only Wealth Planning
$3,800 - $36,000 Flat Fee/Retainer
Perfect for those seeking expert financial, tax, estate, or risk planning—while managing investments themselves or with a third-party manager.
Hourly Wealth Planning
$400 - $400 Hourly Rate
Perfect for anyone with practical questions on specific financial topics—get focused, expert advice to solve key issues and make smarter decisions where it matters most.
About Calculated Wealth
We partner with motivated individuals and their families to navigate life's biggest transitions such as retirement, business sale, or inheritance.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
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