The right moves for your financial future

What’s one thing we can all agree on? That life is unpredictable. But with smart planning and the right advice, your financial future is something you don’t have to worry about. (I call that my “sleep well at night” philosophy.) The approach is simple: My team and I work with clients to create a financial roadmap that stands the test of time. I achieve that by guiding with integrity.

 

Your financial goals are our motivation. My comprehensive planning approach is based on 20 years of experience working with a wide variety of clients—from growing small-business owners to high-net-worth families. Whether you’re looking to build wealth for your future, set up the next generation or see how far your money can go, we are perfectly positioned to help you achieve your goals. 

Natthan Osterberg

Senior Vice President–Wealth Management

Financial Advisor

Minnesota native Natthan Osterberg has been with UBS for 20 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.  




Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NV
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bethel University, Biochemistry and Molecular Biology

Credentials

  • Wealth Advisor
  • Portfolio Manager
  • Corporate Stock Benefit Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Custom portfolios
Retirement planning
Alternative investments
Estate planning strategies
Lending services
Legacy planning
Corporate executives
681 East Lake Street
Wayzata, MN 55391

Email Me