About

Navigate Private Wealth

Our Experience. Your Journey.

As you travel the pathway to retirement, Navigate Private Wealth Advisors can help create a personal and customized approach to strengthening your overall financial journey and destination. We provide a comprehensive personal financial plan tailored to your needs, goals, values, & wealth.

fidelityWe manage close to $300 Million in client’s wealth. Custody services and other brokerage services provided to clients of Navigate Private Wealth LLC are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.

OUR SERVICES

Retirement Planning

Whether it’s next month, five years from now, or in 20 years, retirement is significant.  Don’t leave it to chance.  Start crafting your comprehensive retirement plan today.

Retirement Distribution

We can help you evaluate your options.  When should you take Social Security?  When do you have to start taking retirement income?  Can you access retirement funds prior to my retirement?

Estate Planning

Wills, Trusts, Powers of Attorney, Medical Directives, Charitable Planned Giving.  What are they and which do you need?  How do you properly implement any of these?

Tax Strategies

Are you taking advantage of possible tax strategies?  Have you implemented appropriate tax control concepts?

Net Worth Planning

What is your net worth?  What was it five years ago?  Where should it be five years from now?  Do you track it?  What trends and opportunities for growing net worth exist within your reach?

Education Planning

What will it cost to send your child to college?  How much should you be saving today for these anticipated costs?  What programs are available and should you be utilizing any of them?

Wealth Management

Thorough comprehensive portfolio analysis and robust actively managed portfolios we manage nearly $300 Million in assets in a cost effective and technical manner.

Risk Management

What type of insurance and how much is appropriate?  When was the last time you had a full risk management assessment?