Wealth Management Overview

Now it becomes important to have an experienced team of professionals assisting you with your investment management, estate planning, entity structuring, tax planning and other needs. Wealth Navigation’s advisors develop custom strategies and work closely with your tax and legal professionals to ensure you are utilizing the most effective strategies and that they are executed properly.

As a fee-based advisor, we are incentivized to protect your wealth and see it grow and benefit those you’ve intended it to benefit.

You have worked hard to get where you are in regards to your wealth, but the hard work doesn’t end here. This is where things can get more complicated.

Investment Management

Wealth Navigation’s investment philosophy is to construct portfolios with behavioral characteristics of underlying holdings at the forefront.

Executive Consulting

We expect senior management teams of publicly-traded companies to have their interests aligned with the shareholders. Much of their compensation packages reflect this expectation.

Insurance Services

Insurance is one of the most simple ways to protect your family or business in the event of death, disability or other catastrophe.

Retirement Planning

Your vision of retirement is as unique as your fingerprint. At Wealth Navigation, we work with retirees to develop and implement strategies around their unique retirement vision to ensure they don’t outlive their assets.

Estate Planning

An important part of the Wealth Navigation’s planning process is working with our clients to ensure they have the most efficient structure to make sure their assets are protected and handled according to their wishes after death or incapacitation.

Multi-Family Office

Our multi-family office service primarily focuses on protecting and perpetuating the financial and intellectual capital created by families over generations. We coordinate tax work and legal, and handle all the investment management for these families.