Wealth Management
Intelligent, Active Management from Collective Experts Working for Your Benefit
Navigational Wealth Planning, Inc. is fiercely independent in its commitment to the client, You! Clients and Trustees gain access to some of the most reputable and award-winning investment management teams in the nation. We do not limit our clients to our own in-house, single view investment model, instead we are able to accommodate investors who desire spreading their wealth across more than one manager’s approach. Clients have a partnership relationship with an un-bias Financial Advisor who conducts on-going due diligence on investment strategies so that you never have your wealth languishing in a marginal strategy.
Commitment to Uncommonly Impressive and Service
You Are Not Forgotten
Planned for and impromptu monitoring of investment portfolio strategy as market or economic situations warrant it followed by timely personalized communication keeping you informed with specifics about your investment strategy so that you know what the managers are doing as events occur.
Reliable Expectations
Clients can expect and rely on working with the same investment partner and coach when addressing issues concerning their portfolio; they are not passed off to a junior associate. Clients have immediate access to a tenured CFP® to discuss any number of questions on financial, tax, insurance, and estate matters.
Trust Management/Corporate Trustee
When considering passing wealth down and needing a Corporate Trustee or being named a Trustee, many seek alternatives to 800 service line of big-box-banks. Many prefer to transfer legal and tax responsibilities to a professional or want neutrality in family relationships.
How may I be of service to you?