Minnetonka, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Navista Wealth Management, Inc.
Team
Firm-wide stats for Navista Wealth Management, Inc.
About
Navista Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and consultative services, including specific offerings for divorce planning and ongoing financial coaching. The firm also recommends and monitors third-party money managers and implements firm-developed model portfolios as part of its advisory services.
Navista tailors advice to each client's objectives and generally operates with discretionary authority, using a blend of model portfolios, third-party manager strategies (including Raymond James Consulting Services), and analytical methods ranging from fundamental and technical analysis to modern portfolio theory. The firm primarily allocates among mutual funds and ETFs and discloses that tax efficiency is not the primary consideration unless otherwise agreed.
What is distinctive about Navista is its small team of four advisors managing roughly $710 million in client assets (as of January 14, 2026), a high assets-per-advisor profile that stands out among team firms and follows the firm’s 2024 start of operations. The brochure also highlights specialized divorce-planning work (with services such as court preparation and attendance) and discloses advisor affiliations with a broker-dealer and insurance licensing, which create potential commission-related conflicts tied to certain product recommendations.
Based on Navista Wealth Management, Inc.
Location
10900 Wayzata Blvd., Suite 720
Minnetonka MN 55305
Advisors at this office
3
Advisors at this office
Derek W
Series 66
Minnetonka, MN
Navista Wealth Management, Inc.
Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.
Michelle K
CFP®, Series 66
Minnetonka, MN
Navista Wealth Management, Inc.
Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.
Benjamin B
Series 63, Series 65
Minnetonka, MN
Navista Wealth Management, Inc.
Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.
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