A complete list of active advisors currently associated with Navigate Private Wealth, LLC

Warmer can help you find a great advisor at Navigate Private Wealth, LLC or one who fits your needs even better.

Navigate Private Wealth LLC manages roughly $529 million for nearly 1,930 clients, serving individual and high‑net‑worth households as well as trusts, retirement plans and business entities. The firm offers comprehensive portfolio management, financial planning and pension consulting, plus estate planning delivered through an Estate Guru platform and a range of corporate and tax‑related advisory services (including cost segregation, corporate structure and mortgage/debt analysis). The firm typically provides discretionary portfolio management with at least semi‑annual reviews and uses quantitative optimization, computer models, technical analysis and third‑party research to construct diversified portfolios that may include ETFs, mutual funds, individual securities, structured products and private equity. Its disclosure notes the use of borrowing in separately managed accounts and defines client risk tolerances by reference to S&P 500 standard deviation metrics. Several features set the firm apart from many peers: it has a high client‑to‑advisor ratio (over 200 clients per advisor), an ownership affiliation with an accounting firm (Navigate CPA), and representatives who act as insurance agents — relationships the brochure identifies as potential conflicts of interest. The firm’s materials also disclose involvement with private investment vehicles managed by firm representatives and the use of testimonials and hypothetical or advertised performance figures in marketing, details prospective clients may wish to consider.

To learn more about the advisors currently working at Navigate Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.