Nathan Rimpf
Senior Vice President,
Financial Advisor
Direct:
(561) 650-7592(561) 650-7592
My Mission Statement
Earn your trust, be your first call, and deliver disciplined, values-driven advice to help multi-millionaire families protect and steward wealth with clarity and confidence.
My Story and Services
Nathan is a Financial Advisor with Morgan Stanley Wealth Management. His profound sense of duty drives him to serve his clients well through establishing complete wealth plans and portfolios. He serves as the first call for his clients for all financial matters.
Nathan 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).
Nathan lives in Jupiter with his wife, young son, and large goldendoodle. He enjoys boating, diving, and traveling.
Nathan 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).
Nathan lives in Jupiter with his wife, young son, and large goldendoodle. He enjoys boating, diving, and traveling.
Securities Agent: AK, AR, WY, WA, VA, SD, NH, IA, HI, CA, AL, OH, ME, MD, ID, DE, NY, AZ, WV, VI, TX, PR, FL, WI, SC, OR, NJ, NC, MO, MA, IN, IL, CT, OK, MS, KS, PA, NV, NE, ND, MT, MI, GA, CO, TN, RI, NM, LA, UT, MN, KY, DC, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2771033
NMLS#: 2771033
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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.
Lending and Cash Management
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.
Cybersecurity
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.
Alternative Investments
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.
Tax-Efficient Planning
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.
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 CAPABILITIES FOR BUSINESS OWNERS
As an entrepreneur or business owner, you know the value of hard work and your time is at a premium. You've invested years- or perhaps decades- into your enterprise, and your personal wealth is intertwined with your company. Whether you are focused on accelerating your growth, preparing to transition or exit, or somewhere in between, we are intimately familiar with the complexities and considerations of your situation.
Through four decades of service to business owners and their multi-generational families, we have learned that there is no substitute for thoughtful and proactive advice. This starts with a comprehensive plan encompassing every facet of your life, your business and your family. From there, we are able to leverage the resources of a global firm to coordinate solutions for nearly every area of your life and business, in concert with your other professional advisors.
Through four decades of service to business owners and their multi-generational families, we have learned that there is no substitute for thoughtful and proactive advice. This starts with a comprehensive plan encompassing every facet of your life, your business and your family. From there, we are able to leverage the resources of a global firm to coordinate solutions for nearly every area of your life and business, in concert with your other professional advisors.
1: Forming a Business / Angel Round
As your Financial Advisors, we view our role as the quarterback of your advisory team, helping you to coordinate a cohesive group of professionals encompassing legal, tax/accounting, and investment banking advice. A coordinated and responsive team will allow you to focus on the business while providing guidance to help you maximize your personal and entrepreneurial potential.
2: Early Stage / Series AB Rounds
The early stage of a company’s growth phase is a productive time for you to conduct in-depth estate planning. In our experience, the demands of growing a business often relegate an estate plan to the back burner until an impending exit or untimely passing. Performing planning in the early stages can help to mitigate risk, maximize tax efficiency, and secure the future of both your family and your business.
3: Mid and Late Stage / Series CD Rounds
As your business matures, the resources of Morgan Stanley prove valuable in helping you raise debt or equity for growth, establish corporate retirement and financial wellness plans, update your personal and business insurance lines as appropriate, introduce philanthropic initiatives, and more. At this point, more in depth business and estate planning is warranted, along with a valuation of the business. With the rest of your advisory team, we can help you assess growth drivers and weigh exit planning options as desired.
4: Preparing For a Liquidity Event
It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity event. In addition to strategic tax planning, a liquidity event often raises greater issues for you: fundamental questions regarding family goals or “mission,” wealth stewardship and your next step either into retirement or a new venture.
5: Post Liquidity Planning
The post liquidity stage brings various considerations such as continuing to build out a family “mission statement,” family governance and wealth education, philanthropic planning, and lifestyle advisory. Should the company now be public, the conversation centers around liquidity planning and programs for the exercise of stock.
Location
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 650-7592(561) 650-7592
Wealth Management
Global Investment Office
Portfolio Insights
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Nathan Rimpf today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
