Our Services
Comprehensive Wealth Management
Proper wealth management is an ongoing process of navigating through all the complex aspects of your financial affairs. While most firms equate wealth management with investment management, we know investment management is just one piece of the overall skills and duties necessary to reach your goals.
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Investment Consulting
More than simple mutual fund or stock selection, Navigoe’s investment consulting is a comprehensive, holistic process of developing your personal Investment Policy. This includes implementing an asset allocation, managing your investments over the long term, applying proper tax location practices and maximizing cash flow.
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Tax Planning
Tax planning is a forward looking process of doing everything within your legal rights to minimize taxes over the course of your lifetime, and beyond. Certified Financial Planner professionals are great options for tax planning, and can help ensure the implementation of your tax planning is properly reflected in your tax returns.
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Estate Planning
From working closely with your attorney, to streamlining the entire trust document service, to serving as your family's professional trustee. Navigoe has you covered in helping ensure your wealth transfer goes smoothly and the results reflect your families goals.
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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.
