Navigating Your Financial Journey

Invest with Confidence | Reduce Taxes | Plan Your Legacy

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"It’s your financial journey. How are you navigating it? With a 1990s Thomas Guide or a constantly updating app like Waze? Now imagine if your financial journey was customized just for you, like Waze. That’s what Navigoe does!"
- Scott Leonard, CFP
Navigoe Founding Partner

How We Can Help

Comprehensive Wealth Management

Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.

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Investment Consulting

Protect and grow your wealth with a partner who carefully manages your portfolio to minimize risk and maximize returns.

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Tax Planning

Develop an integrated tax strategy to minimize taxes over your lifetime.

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Estate Planning

Work with an estate partner who can help develop a estate plan that represents your financial legacy and continues your financial plan.

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Clients We Serve

We serve clients throughout the Los Angeles area, and even in different states. Being based in Redondo Beach, our clients are primarily in the South Bay cities of Redondo Beach, Hermosa Beach, Manhattan Beach, Torrance and the Palos Verdes Peninsula area.

See If We’re a Match
Helping you navigate your financial future

How we work

Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.

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Meet the team

Much like sailing, having a smooth financial voyage requires having the right crew. Each member of our team has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted.

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Learn the Ropes

Get the latest financial updates and advice from our team.

Above The Fray: When Value Delivers

Wes Crill, PhD, Senior Investment Director and Vice President The first half of 2023 marks the tenth time since 1926 that value stocks have underperformed growth stocks by more than 20 percentage points over a two-quarter period. More often than not, value has responded like the hero in an action movie, beating growth over the…

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