Navigating the seas of your financial life is much like navigating a sailboat safely to your destination. Before we chart your course, we engage in a thorough discovery process to help us understand your most important goals, as well as other desires along the way. We’ll work with you to help you and your loved ones arrive safely and comfortably. But we know that life is not always a smooth sail. We know that you could run into inclement weather, poor winds and maybe even pirates. This is why we don’t just hand you a map and wish you “bon voyage.” We board your vessel and serve as your navigator. We are there to advise when it’s time to change course or stay on path, when it’s time to rev the engines or patiently await fair winds.
Our wealth management process is designed to guide you through your financial decisions by working with you to design, implement and continue to monitor your progress throughout your journey.
There was a time when trustee services were provided by your local banker, someone who you knew personally and who had a relationship with your family. Unfortunately, such relationships are rare in today’s era of multinational mega-banks. However, the need for a professional trustee who knows you and your family, who has been a part of helping you navigate financial decisions for your heirs and is personally accessible to all beneficiaries is as important as ever. It is with the idea of the community banker in mind that Navigoe Trust was created.
Navigoe Trust, through its association with National Advisors Trust Company (NATC), provides a full range of trustee services. NATC is the largest federally-chartered trust company, created by registered investment advisors for the benefit of their clients.
Navigoe Trust works with estate planning professionals on a local level to provide the consistent, trusted services needed by our common clients. By working together, Navigoe Trust, National Advisors Trust and the estate planning professional are able to build a strong foundation for the client by providing a solid trustee and investment management solution, while helping clients protect their wealth and remain confident about the future of their estates.