Nathan Rimpf
My Mission Statement
My Story and Services
Nate joins Morgan Stanley following 9 years as a wealth advisor with Goldman Sachs in West Palm Beach. He received his MBA from the Fuqua School of Business at Duke University and undergraduate degree from East Carolina University.
He served his country honorably as an Infantry Officer in the U.S. Army from 2010-2014 and is an alumnus of the Wounded Warrior Project. He was a founding member of the Exit Planning Exchange of South Florida and a Mentor in the American Corporate Partners (ACP).
Nate lives in Jupiter with his wife, young son, and large goldendoodle. He enjoys boating, diving, and traveling.
YOUR PARTNER IN WEALTH AND LEGACY
At Morgan Stanley, we combine deep resources, innovative strategies, and personalized guidance to help you navigate your financial journey with clarity and confidence at every stage of life.
Every family's financial needs are unique. Our tailored lending and cash management solutions are designed to simplify your financial life while strengthening your investment strategy – giving you the flexibility and confidence to reach your goals.
Safeguarding your digital assets is our priority. Morgan Stanley leverages advanced cyber-defense capabilities and the expertise of former senior government and security professionals to monitor threats around the globe and protect your wealth in an evolving landscape.
Our platform offers access to more than 200 third-party and proprietary funds, giving qualified investors the ability to diversify portfolios, manage volatility, and pursue enhanced returns. With comprehensive strategies and resources, we help position your portfolio for long-term success.
Preserving wealth goes hand-in-hand with minimizing tax impact. Through proactive strategies such as year-round tax-loss harvesting and customized planning, we help reduce your tax burden and strengthen your long-term outcomes. By identifying evolving opportunities, we aim to maximize after-tax returns and safeguard your legacy.
INVESTOR RESOURCES
At Morgan Stanley, we make complex financial concepts simple and actionable so you can feel confident in your decisions. Our resources provide timely insights, expert perspectives, and practical tools designed to keep you informed and prepared for the future.
Each week, Lisa Shalett and the Global Investment Committee deliver in-depth analysis of global markets, asset classes, and the key forces shaping investment trends.
Stay current with commentary from Morgan Stanley thought leaders on equities, fixed income, monetary policy, and more – helping you understand what's next for the markets.
Join Mike Wilson and other Morgan Stanley strategists as they break down market dynamics and share actionable viewpoints on the key factors influencing today's financial environment.
Plan with confidence by staying aligned with the latest tax policy updates. The 2025 Tax Tables provide essential information to help you optimize your strategy and achieve better outcomes.
CREATE A PLAN TO PROTECT YOUR WEALTH
Planning for the future means more than just managing your investments – it's about ensuring that your wealth is transferred according to your wishes and that your loved ones are cared for. While conversations around end-of-life decisions and the distributions of assets can be difficult, thoughtful trust and estate planning can help ease that burden. With the right strategies in place, you can protect your legacy, minimize tax implications, and provide clarity and security for future generations.
At Morgan Stanley, we offer resources and guidance to help you navigate these sensitive yet essential decisions. From structuring trusts and drafting wills to addressing charitable giving and succession planning, our goal is to help you create a plan that reflects your values and preserves what matters most. By taking steps today, you can give your family the gift of peace of mind tomorrow.
OUR SUITE OF DIGITAL TOOLS
Digital innovation is transforming the way we live, work, and manage wealth. At Morgan Stanley, our suite of integrated tools is designed to simplify and enhance your financial life – helping you stay organized, connected, and in control. From monitoring investments and analyzing risk to securely storing important documents, these solutions provide clarity, convenience, and confidence at every step of your journey.
Manage your investments and day-to-day finances seamlessly through one secure, centralized platform.
Gain a complete picture of your financial world by linking your Morgan Stanley and external accounts. This integrated tool supports smarter planning and personalized guidance.
Leverage advanced institutional-grade analytics to evaluate potential scenarios and exposures. The Portfolio Risk Platform helps you better understand portfolio risk and make more informed investment decisions.
Securely store, organize, and share important documents – such as tax filings, statements, and authorizations – through our encrypted Digital Vault. This tool ensures your information remains protected while giving you and your Financial Advisor easy access whenever needed.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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