Our Experience. Your Journey.
As you travel the pathway to retirement, Navigate Private Wealth Advisors can help create a personal and customized approach to strengthening your overall financial journey and destination. We provide a comprehensive personal financial plan tailored to your needs, goals, values, & wealth.
We specialize in retirement planning, retirement distribution, estate planning, wealth management, net worth planning, education planning, tax strategies & risk management.
We manage close to $300 Million in client's wealth. Custody services and other brokerage services provided to clients of Navigate Private Wealth LLC are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.
History
Established in 2014.
Disappointed in our ability to take care of our clients, we parted ways with our former broker/dealer & started a new firm that could truly take care of our clients on an individual basis. Through a substantial amount of time & planning, Navigate Private Wealth was born in May of 2014. Ever since we have been growing & searching for ways to optimize our clients portfolios & help them make the most of their retirement.