Broker Check

About Us

Who We Are

Who We Are

Wealth Navigation Advisors is a family ran team of multigenerational advisors committed to providing a unique approach to our client’s wealth. We offer support in all aspects of financial planning and wealth management to help working professionals, retirees, families, and many more in select states around the US.

Our Value Proposition

We strive to deliver value in all our relationships. We're committed to understanding our client's needs, wants, and long-term goals to develop a strategy aimed at their satisfaction and achievement of these goals. 

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

How We Can Help

We provide retirement planning, insurance strategies, tax strategies, college planning, and more. Our team is committed to delivering a “Ritz Carlton” level of service when it comes to finances. Essentially, if it includes a dollar sign, we are happy to help!

The primary needs of our clients are wealth accumulation, wealth distribution, family wealth, wealth protection, asset growth, charitable gifting, debt management, financial liquidity, life event security, tax guidance, and risk management. We are happy to provide quality management services to all hoping to achieve financial stability and wellness.

Where We Can Help

Where We Can Help

Based in San Diego County, our office serves clients across the US. Whether you’re on the West Coast or East Coast, it’s our goal to help you gain confidence and security in your finances.

In general, we consider all types of risk, not just stock market risk. This includes inflation, longevity risk, interest rate risk, information risk, mortality/morbidity risk, and others that have the potential to hurt investors. Wealth Navigation Advisors is here to help you reach your goals seamlessly in every aspect of your financial needs.

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