A complete list of active advisors currently associated with Navigation Wealth Management

Warmer can help you find a great advisor at Navigation Wealth Management or one who fits your needs even better.

Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, and also offers qualified plan and ERISA retirement-plan services. The firm reports approximately $103 million in assets under management and uses a third‑party “held away” platform to manage defined contribution participant accounts alongside custodial accounts. The firm combines fundamental, technical and charting analysis when building portfolios, may engage Sub‑Advisors to manage portions of client assets, and exercises discretionary trading and rebalancing authority with quarterly reviews. Navigation requires the use of Charles Schwab as custodian, relies on ongoing account monitoring, and documents client objectives to tailor investment strategies. Noteworthy features in the brochure include regular educational seminars and workshops offered at no charge that are explicitly described as educational only, and a disclosed affiliated business in insurance (with less than 20% of the principal’s time spent on insurance sales). The firm also discloses that it can serve as either a limited-scope ERISA 3(21) advisor or a discretionary 3(38) investment manager for retirement plans, which may not be offered by all firms of comparable size.

To learn more about the advisors currently working at Navigation Wealth Management, 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.