Wealth Management

Living the Life of Your Dreams with the Help of Wealth Management

"Twenty years from now, you will be more disappointed by the things you didn't do than those you did. So throw off the bowlines. Sail away from safe harbor. Catch the wind in your sails. Explore. Dream. Discover."
- Mark Twain

Navigating the seas of your financial life is much like navigating a sailboat safely to your destination. It’s a complex, involved process with endless twists and turns. That’s why our team doesn’t just hand you a map and say, “Bon voyage!” We board your vessel with you and serve as your co-captain throughout the journey.

While many firms equate wealth management with investment management, we see investments as just one piece of the puzzle. Here is how Navigoe works with you to manage your wealth and achieve your goals.

Wealth Management =

Investment Consulting + Advanced Planning + Professional Coordination

Investments are the ship that sails you to your goal, but poor planning and execution will lead you adrift. That’s why advanced planning and professional coordination are critical aspects of our ongoing relationships with you. Here is how Navigoe’s comprehensive wealth management services help you determine your destination and the best way to get there.

Investment consulting

  • Asset allocation
  • Risk management
  • Tax location
  • Cash flow

Advanced Planning

  • Financial planning
  • Tax management
  • Estate planning/wealth transfer
  • Asset protection/insurance

Professional Coordination

  • Managing day-to-day wealth management tasks
  • Coordinating all the professionals who help design and implement your financial plan, consult on your investments and stay on track

Our Approach to Wealth Management

Before our team charts your course, we engage in a thorough discovery process to understand your most important financial goals, as well as other desires along the way. Even after setting sail, we’ll be there to advise you when it’s time to change course or stay on path, when it’s time to rev the engines or patiently await fair winds.

Our wealth management process is designed to guide you through every financial decision so you can live the happy, healthy, comfortable life you’ve always dreamed of.

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Comprehensive Advice

Wealth management is more than managing your finances, getting return on your investment or reducing taxes. It’s an ongoing process of discussion, consultation and complete integration of your entire financial life. As your co-captain, our CERTIFIED FINANCIAL PLANNER™ professionals are by your side to answer your unique financial questions every step of the way.

Independent Advice

As your financial fiduciary, Navigoe has a legal responsibility to put your needs ahead of our own. Our independent status means that we never sell products, represent outside firms or receive commissions or referral fees. Simply put, when you work with us, you get our best advice, free from the conflicts of interest that permeate most of the financial advice industry.

Experienced Advice

For over 20 years, Navigoe has guided clients through every economic peak and valley, from the dot-com era and Y2K, to the housing bubble, two major market crashes and the Great Recession. With our unique approach to wealth management and academically sound investment discipline, there’s no challenge we can’t help you conquer.

Other Services

Investment Consulting

Protect and grow your wealth with a partner who carefully manages your portfolio to minimize risk and maximize returns.

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Employer 401(k) Plans

Get a helping hand updating your company’s 401(k) offerings or starting a new retirement plan for your employees.

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Limited Engagement Financial Planning

Meet with our CERTIFIED FINANCIAL PLANNER™ professionals to get financial guidance without a huge commitment.

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Trusts

Work with an estate partner who can help develop a trust that represents your financial legacy and continues your financial plan.

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