Upcoming Events
don’t miss our next event
Building the Unsinkable Portfolio
Tariffs, Brexit, Recession, oh My! Investing in a world of uncertainty.
Over 22 years ago, Navigoe was founded using an investment strategy designed to hold up through periods of prosperity and recessions, market booms and busts, peacetime and conflict, and political uncertainty. The investment strategy has proven itself as all of these events have come to pass. Over more than two decades, while most investors (and firms) have chased the latest “hot” strategy, Navigoe has remained consistent with the investment strategy we were founded on.
Come join us for a refresher on our investment policy, why it has been effective through all of these global events, and how to stay afloat for any coming storm.
More Events
Understanding the New Tax Laws and What to Do Now
We are anticipating that Congress will introduce new tax laws in 2017. Join Navigoe and a local tax expert for an overview of the new tax code and what you need to know for tax planning in 2017.
3rd Annual Toys-for-Tots Toy Drive
Once again, Navigoe will be an official collection site for Toys-for-Tots. Stop by the office anytime during business hours, and drop of a new, unwrapped toy for a family in need.
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Tell us what topics you’d like to learn more about, and we’ll email you when we announce new events related to your interests.
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.
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.
Ready to Take the Next Step in Your Financial Journey?
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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