What Makes Us Different

Independence:

We’ve partnered with one of the largest independent broker dealers in the nation to provide our clients with unbiased advice tailored to their unique situation. Our robust financial planning platform is supported by outstanding service and tools. The driving force behind our financial planning recommendations is customized to what we believe is in your best interest.

Personalized Client Service:

Wealth Navigators provides institutional services using a boutique approach, so that we may provide a truly personalized experience tailored to you. Our conversations are focused around your goals, dreams, and personal hobbies since your lifestyle is the driving force behind our recommendations. Following an initial discovery, we must be confident that we can be of assistance to your financial affairs. Subsequently, there has to be a good fit, where both parties feel comfortable working together. Together, we'll establish a customized ongoing plan that meets your comfort level.

Comprehensive Thinking:

At Wealth Navigators, we’re focused on big-picture planning with emphasis on financial planning, leading to an investment strategy built around your lifestyle. Identifying and prioritizing your goals is essential to developing this personalized strategy. Our extensive client profiling is not just focused on the numbers, but also the quality of your life. Your goals and dreams will be the guide to our planning efforts.

Innovative Financial Tools:

We provide our clients with an assortment of innovative tools and resources to help promote a healthy financial lifestyle. Our Wealth Navigation System provides a private and secure location where your financial data is consolidated into one clear picture of you. We believe that our comprehensive platform allows our clients to always know where they stand in relation to their goals. Click here to learn more about our revolutionary Wealth Navigation System.

Confidentiality:

We are committed to keeping all your personal information private and secure. Since one of the primary ways we grow our business is through personal introductions from satisfied clients. We want to stress that all personal financial information is kept strictly confidential. We understand that your finances are YOUR finances.