Katie L Wilson, MBA
Wealth Advisor & Founder
Meet Katie. Entrepreneur, daydreamer, financial planner. Passionate about mothering, nature, meaningful relationships, comfortable spaces, personal finance, mountain summits, clean cooking, thrift shopping, conservation, travel, and socially responsible investing.
For nearly fifteen years, Katie has empowered clients to pursue their personal and professional goals with warmth and patience. She works diligently as a partner for clients, in collaboration with tax advisors and estate planning attorneys, to organize and evaluate the foundation for a sustainable lifestyle that drives success for a client's objectives for retirement, education, and legacy, in a tax and cost efficient way. This includes solutions for intergenerational financial planning, as families prepare to efficiently and appropriately accomodate wealth transfer. Katie also delivers financial literacy education in serving employees of corporations and not-for-profit organizations through retirement plan advisory work. The cornerstone of Nourish Wealth Management's investment philosophy is to achieve success for clients while evaluating a portfolio's environmental, social, corporate governance (ESG) factors and risk management benefits of socially responsible investing (SRI).
While she believes in maintaining full-time dedication to her work, you can also find Katie committed to fun and exploration with her young daughters in the Catskills and New England, while also volunteering for charitable organizations, like Riverkeeper, and supporting the work of domestic violence advocacy and sustainable business.
Graduate of Thomas College, B.S./M.B.A. in Finance
FINRA Series 7 & 63. NYS Life, Accident & Health Insurance Licenses
Candidate for the rigorous CFP® certification
Member of the Hudson Valley Estate Planning Council, NYS Sustainable Business Council and American Sustainable Business Council, Women in Pensions Network, Ellevate Network—Hudson Valley Chapter