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Join Our Team

We’re a Passionate Family of Advisors

Welcome to Wealth Navigation, a multi-generational team of supportive professionals. As a passionate unit, we provide the support you need to pursue your goals and visions for the future. Backed by Cetera’s trusted network, we offer essential resources so you can provide exceptional service to every client. Our diverse teamwork approach adds a broader perspective to help us make more proactive decisions.

Shaping Client Futures With Enduring Solutions

Shaping Client Futures With Enduring Solutions

We're committed to understanding our client’s needs, wants, and long-term goals. These unique details help us develop custom strategies aimed at helping clients pursue their goals with confidence.

Expert Guidance for Life’s Changes

Expert Guidance for Life’s Changes

As experienced CFP® and ChFC® professionals, we’ve helped guide clients around financial obstacles for over 30 years. Our flexible strategies help keep clients on course despite market shifts.

Join Our Team of Experienced Advisors

At Wealth Navigation, we’re committed to providing established advisors with the resources they need to take their careers to the next level.

Experienced Advisors

Experienced Advisors

Wirehouse Advisors

Wirehouse Advisors

Exiting Advisors

Exiting Advisors

Elevated Solutions Tailored to Meet Clients' Wants

We’re passionate about helping our clients pursue happiness beyond their portfolio. Learn more about our individualized services and resources so that you can serve every client with excellence.

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Comprehensive Practice Management Tools

Human Resources

Our services include payroll setup and processing, remote office assistance, and group healthcare for your W2 employees.

Practice Development

Let us help you grow your practice with powerful support through coaching, financing, office setup and more.

New Client Onboarding

Discover how to simplify the onboarding processes when you hire new advisors, including assistance with covering transition costs.

Back Office Support

We provide a wide range of back-office solutions, including marketing and technology support, so that you can focus on your clients.

Our Services

We offer a variety of services for individuals and business owners to help you pursue your financial goals and beyond.

Explore Services

About Us

Backed by 30 years of experience, we offer all aspects of financial planning and wealth management. Each plan is tailored to the client’s unique needs.

About Us

Our Team

Our multi-generational team aims to treat clients like family. We work as a unit to support the needs and goals of every client.

Meet the Team