How We Do Business

When Nate Freeman started Oldfield Wealth Partners in 2019, he set out to build one-on-one client relationships, design custom investment portfolios, deliver a high level of service and solve problems for busy people.

The entire team at Oldfield Wealth Partners embraces this mission, and we believe we’ve built a reputation for helping high-net-worth families and businesses with the unique financial challenges they face.

These are some of the reasons we believe people choose to work with us:

Trusted Partners

As fiduciaries, we act in the best interest of our clients. In addition to that standard of practice, we work to earn each client’s confidence and build ongoing relationships. We enjoy serving people who value trust, transparency and problem solving.

Personalized Portfolio Management

We are dedicated to guiding our clients as they define a vision for the future. We ask open-ended questions and listen carefully to the responses. With this input, Nate analyzes and selects investments tailored to each client’s specific needs and values. When circumstances inevitably change, we adapt those plans and provide steady support through life’s transitions.

Business Owner Transitions

As a business owner himself, Nate specializes in helping successful entrepreneurs and high-net-worth families manage their wealth and plan for the future. Nate guides business owners through pre-sale planning for their companies and managing complex transitions—whether selling to a third party, passing the business to family, pursuing an IPO or structuring an ESOP.

We focus on helping clients unlock the full value of their business, preserving wealth and creating lasting income through a disciplined, risk-aware investment approach. For business owners within five years of a potential exit, now is the time to start planning.

Local Support

As part of the greater Bangor community, we take pride in creating lasting relationships with our clients and in seeing the Oldfield Wealth Partners name on the field at local youth sporting events. We look forward to serving people here for years to come.