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.Learn more about this service
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.Learn more about this service
Improving the 401(k) experience for business owners and their employees is the essence of Navigoe’s retirement plan services. Our professionals help you manage plan costs, simplify and monitor proper investments, gain access to the latest technology and educate employees so they can make more informed decisions.Learn more about this service
Looking for financial guidance without the long-term commitment? Our Limited Engagement Financial Planning is a great way to get advice ASAP from a CERTIFIED FINANCIAL PLANNER™ professional.Learn more about this service
Trust administration is difficult for even the most experienced investors. With Navigoe’s trust services, you gain a partner who handles all the laborious duties of trust administration, while involving your loved ones and estate planning team in the process.Learn more about this service
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.