Invest with Confidence | Reduce Taxes | Plan Your Legacy
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Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.
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Protect and grow your wealth with a partner who carefully manages your portfolio to minimize risk and maximize returns.
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Work with an estate partner who can help develop a estate plan that represents your financial legacy and continues your financial plan.
Learn moreWe 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.
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.
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.
Get the latest financial updates and advice from our team.
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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Get in touch to tell us more about your plans and see if we might be the right co-captain for you.
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