Wealth Planning and Management Services

Welcome to Navigation Group

While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value.

At Navigation Group we start with “why?”. Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve.

Even in the most challenging of times, our clients find confidence in knowing they have an advocate at their side with decades of experience who will provide transparent financial reasoning. It’s why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night.

We meet you where you are financially and provide the discovery, planning, guidance and partnership necessary to help you chart your course toward financial independence.

Our aim is to provide unbiased advice so that you can focus on what matters most in your life. We take great honor in the responsibility of being your financial partner so that you may more fully enjoy your journey.

News & Media


Navigation Group Video

Introduction Video

Explore the Possibilities

About Us

We work to anticipate and solve financial issues while providing the professional guidance necessary to obtain clarity in order for you to pursue your goals with confidence.

Client Experience

You can expect your financial assets to be managed effectively, your risk exposure to be aligned with your unique objectives and time frame, and tax strategies developed to reflect your individual needs.

Wealth Solutions

We partner with our clients to deliver tailor-made investment strategies and wealth solutions, designed to allow clients to achieve their unique vision of financial independence.

News & Media

In our Press Room you can learn more about recent appearances, news coverage and articles that have been either authored by or include coverage, quotes or commentary from our advisors.


The MyWealthMap Process

In order to better serve our clients we created the MyWealthMap process, an industry-leading approach to comprehensive financial and wealth planning.

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Independent Asset Management

It is important to choose a firm that takes the time to fully understand your financial position and investment philosophy before making any investment recommendations.

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Economic and Market Commentary

Exceptional portfolios are the direct result of exceptional research. We draw data from industry-leading investment strategists, economists and tacticians in the construction of each clients portfolio.

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