A complete list of active advisors currently associated with Navigo Wealth Management, LLC

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

Navigo Wealth Management provides advisory services primarily to individual clients — including high-net-worth individuals — and to corporations or business entities. The firm offers ongoing portfolio management, financial planning, sub-advisory services to other advisers, and a web-based discretionary portfolio management option delivered through an automated platform. The firm structures client relationships around written Investment Policy Statements and may manage accounts on a discretionary or non‑discretionary basis, using model portfolios and periodic rebalancing to maintain target allocations. It uses Fidelity’s WealthScape/eMoney platform for its automated program, aggregates trades across model groups, and provides account reports that include holdings and performance information. Compared with many peer team firms, Navigo operates from multiple offices (the brochure lists main and mailing addresses and the firm reports six offices overall) and documents the use of derivatives in client accounts, including options writing and short sales as part of its investment strategies. The brochure also discloses the firm’s involvement with private placements and outside investments and notes recent registration activity with the SEC, which together distinguish its service mix and regulatory status from many similarly sized advisers.

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