Comprehensive Wealth Planning

Navigate Private Wealth is a financial advisory firm committed to delivering a unique and tailored standard of care to individuals, families, trusts, and business owners.

Client Service

For better or for worse, money is a factor in nearly every decision you make, often making your relationship with your financial advisor very personal. That’s why choosing the right advisor is so important. You want someone you can trust to work with you as you navigate through life. Our partnership allows you to outsource the busy work and heavy lifting of managing your financial life, without sacrificing control or awareness of what’s happening. We believe our commitment to taking care of our clients is second to none.

What do I get out of the Client Service System?

  • A genuine relationship with your advisor and our team
  • Peace of mind from knowing where you stand and where you’re going
  • Freedom to live your life, while we take this burden off your plate

Financial Planning

One of the most challenging parts of financial health is defining personal wealth goals and determining the right strategies to achieve them. However, success is often driven by staying the course and adjusting your plan over time. Our financial planning system simplifies the process and together we construct, implement, and monitor a personalized wealth plan that is specific to you.

What do I get out of the Financial Planning System?

  • Accurately see where you stand financially
  • Feel clarity from getting answers to your financial questions
  • Build a workable action plan to achieve your goals

Asset Management

Traditional asset allocation teaches you to invest a certain percent of your money in stocks and bonds. However, two different stocks or even bonds can have very different amounts of risk. With simple asset allocation, the amount of risk you think you are taking and the amount of risk you are actually taking can be very different.

Our Risk Allocation process dives deeper to measure the risk each individual security contributes to the portfolio and how they blend together. Our ultimate objective is to give you the best return for the risk you take.

What do I get out of the Asset Management System?

  • Invest with confidence knowing your risk is under control
  • Employ a process that governs decision making instead of emotions
  • Invest in a portfolio created with input from our strategic partners