Our insights. Your plan. Simplified.

Benefits from our collaborative approach

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Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Natthan Osterberg

Senior Vice President–Wealth Management

Financial Advisor

Our Core Values

I don’t want to sound cliche, but building emotional connections is truly at the heart of what we do: We ask questions until we see the whole picture; we are driven by honest conversations; we listen well, with open minds, and love it when our clients do, too.

Our Approach

Meticulous planning is essential, and that’s where I start. But that plan must be dynamic and adaptable. It must be constantly measured against personal goals and changing markets. We are resolute in our ongoing management. You can be as hands-off or hands-on as you want—our partnership is tailored to you.

Our Investment Philosophy

I implement audacious strategies—and creative thinking—with an empathetic eye towards protecting the downside in lieu of overreaching for upside. We are sensitive to loss and volatility. We are expense and asset-allocation driven, in that we use active and passive investing strategies, in combination with alternative options, to achieve your goals. But mostly, we are results-driven problem-solvers. Always.



 

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
681 East Lake Street
Wayzata, MN 55391
  • (952) 475-9494

Email Me

  • image

    Natthan Osterberg

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Minnesota native Natthan Osterberg has been with UBS for 18 years and is currently a Senior VP in the Wayzata office. As a financial services veteran, Natthan is a versatile and resourceful advisor, having amassed a network of collaborators, and known for his long-lasting client relationships. As an avid believer in alternative investment strategies, his expertise in multiple realms is his differentiator: Carving out portions of client portfolios and deploying investment vehicles like hedge funds, private equity, managed futures, and REITs has been key to his success. He regularly engages in proactive option strategies to hedge client equity positions and is attuned to opportunistic investing. Natthan is known as an adept researcher and information-gatherer and is always inspired to find solutions that are smart and creative. He attended Bethel University where he played football and currently lives in Saint Louis Park with his wife and children.  




      • Bethel University, Biochemistry and Molecular Biology
      • Wealth Advisor
      • Portfolio Manager
      • Corporate Stock Benefit Consultant
      Financial planning
      Custom portfolios
      Retirement planning
      Alternative investments
      Estate planning strategies
      Lending services
      Legacy planning
      Corporate executives
      681 East Lake Street
      Wayzata, MN 55391

    A focus on personalized access and service

    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

    Investment management

    Investment management

    Multigenerational wealth planning

    Multigenerational wealth planning

    A team approach

    A team approach

    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

    Learn more at ubs.com/wealthway.

    Backed by the strength of UBS

    A global leader in wealth management

    More than 150 years

    offering financial advice

    Global leader

    UBS is a world-leading wealth manager

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022