Nathan J. Dosch – JD, MST

I have had the privilege of assisting my clients for a number of years by focusing on the legal, tax and wealth planning issues that many high-net worth business owners and individuals face.

I regularly draw from my experience as an attorney, as a tax professional and as a trust/wealth advisor when I work with individual, businesses and business owners on their wealth/investment management, estate, tax, and business succession planning needs.

Ultimately, my mission is assist my clients with building and accumulating wealth as they grow their businesses and to ensure that my client’s hard-earned wealth will last and support them in attaining their unique financial, life and legacy goals.

Education

  • Juris Doctor (JD), Marquette University Law School
  • Masters of Science in Taxation (MST), University of Wisconsin – Milwaukee
  • Bachelors of Science in Business Administration, North Dakota State University

Personal

I currently reside in Wauwatosa. I enjoy spending as much time as possible being the best dad I can be to my 2 boys. I also enjoy hanging out with my great friends around the community watching sporting events, catching live music or just socializing in general. You also will not be surprised to find me getting a little exercise on the golf course or soccer field when time permits!