What We Do and How We Can Help

Money may be about numbers, but it goes far beyond that. Our finances play a significant role in our lives. Not only does money impact how we live our lives, but it affects our emotions. An American Psychological Association stress report shows that nearly 75% of adults feel stressed about money at least some of the time and nearly 25% experience extreme stress about money.

Emotions affect financial decisions we make, which can have an adverse impact in the long run, whether it’s taking too much risk (or being too risk averse) with our investments or not having appropriate financial strategies in place.

At Navigate Private Wealth, LLC, we understand the financial stresses people experience. Our mission is to help people enjoy their lives as much as possible while minimizing their need to worry and stress about the details.

Led by a team of dedicated independent advisors, we strive to serve as a trusted firm with whom people feel at ease talking about their financial worries and dreams. Along with instilling a sense of peace, our goal is to provide them a comprehensive plan that incorporates their objectives and outlines how they can transition from where they are today to where they want to be in the future.

What We Offer

While we work with a wide array of people, we specialize in serving pre-retirees and retirees. As these individuals have built success careers, they’ve also accumulated wealth. But as their wealth grows, life can get more complex. The more you have, the more you’re at risk to losing it. This is when it’s crucial to re-evaluate how you navigate through the risk and reward of wealth.

As you travel the pathway to retirement, we can help create a personal and customized approach to strengthening your overall financial journey and destination. We provide a thorough personal financial plan tailored to your needs, goals, values, and wealth.

As an independent firm, we have the ability to provide a comprehensive range of services, including retirement planning and distribution, estate planning, tax strategies, net worth planning, education planning, wealth management, and risk management. With such extensive access, we can tailor our services to each person’s individual needs.

What Makes Us Unique

We don’t work with anyone and everyone. We focus on serving people we believe we can truly help. We have a thorough understanding of our client base: hard-working and successful individuals who require assistance navigating the retirement landscape, determining their income needs, and understanding the risk and reward of a tax-efficient retirement strategy, managing their spending, and creating a legacy for their heirs.

As we understand the risks people face as they approach retirement, we take a highly logical and rational approach to investing, offering intelligent asset allocation paired with optimal risk mitigation. Our investment philosophy is based on strict risk-based portfolio analysis, not emotions. When combined with model trading, this is designed to make for an overall optimized portfolio in the long-term.

Our Goal For You

Through our services, investment philosophy, and high-touch approach, we hope to provide our clients with peace of mind. We hope they can focus on their passions in life knowing that we’re here to watch over their financial strategies and investments.

As a largely referral-based business, we take pride in knowing that so many of our clients trust us to help their loved ones. We build strong connections with the families we work with, always putting honesty first. We want to set you up for success and always put your best interests first. As a result, clients often tell us how relatable we are and how comfortable they feel sharing the personal details of their lives with us.

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