People who pick up the phone.

Nate works with high-net-worth individuals, business owners, and successful professionals who want a long-term partner to simplify complexity around investing, taxes, and legacy planning. Before PWP, he served clients at Edward Jones. Throughout his career he has collaborated with top advisors and investment teams across the country, experience he now channels into clear, coordinated personal wealth strategies for his clients.

His approach is relational and consultative: simplify the complex, coordinate all the moving parts, and keep decisions aligned with what matters most. Each engagement integrates investment management, tax awareness, retirement income planning, and estate considerations into one cohesive, purpose-driven plan.

Clients value Nate's calm, steady guidance through major life and liquidity events and his commitment to trust, transparency, and accountability. Deeply connected to the Lowcountry, he's passionate about helping local families and business owners make confident, multi-generational financial decisions.

Matthew spent ten years in the United States Marine Corps, rising from Private to Sergeant before earning a commission. He left the Marine Corps as a Captain, carrying with him the discipline and accountability that still guides how he works with clients today.

Matthew’s service to his community didn’t end when he took off his uniform. He joined Teach for America and spent 4 years teaching in underserved communities in Oklahoma City and Charleston. This experience deepened his commitment to making a real difference in people's lives.

After a time working in the corporate world for a Fortune 500 company, Matthew felt called to move into financial planning. Here he found a new way to serve by helping people define their goals and develop plans to achieve them.

His approach is relational and nonjudgmental. Matthew believes everyone should have a financial plan. He sees his role a lot like a personal trainer: someone who challenges clients, keeps them accountable, and pushes them toward progress. To him, financial planning isn't just about numbers. It's about security, dreams, and the impact families can have on the generations that follow.

Outside the office, Matthew lives on Johns Island with his wife, Kimberly, his high school sweetheart, and their two daughters, Grace and Hope.

Zach earned his Bachelor’s degree in Business Administration from Shepherd University, where he cultivated his interest in financial services and wealth management. He has successfully completed the FINRA Securities Industry Essentials (SIE) exam and is currently preparing for the Series 7 examination. Zach additionally holds his Life and Health insurance licenses, enabling him to support clients with a broad range of financial needs.

At AMB Wealth, Zach brings enthusiasm, professionalism, and a client first mindset to every interaction. He is committed to growing his career as a financial advisor and contributing to the firm’s mission of delivering high quality, personalized financial guidance.