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Our Client-First Approach

Holistic Guidance Beyond the Numbers

As experienced CFP®s, we manage more than money. Our holistic advisors aim to understand each client’s values and define their objectives to create tailored plans. This unique approach involves closely listening to what clients need, then determining how we can add more value to help them feel good about their financial situation and beyond.

Understanding You and Your Values

Understanding You and Your Values

Your biggest goals are our priority. That’s why we start by understanding what matters most. By clarifying your values, we can gain a deeper knowledge of your greatest aspirations.

Turning Aspirations Into Clear Objectives

Turning Aspirations Into Clear Objectives

Once we understand your biggest wishes, we’ll turn them into clear goals and objectives. That might include saving for retirement or preparing to pay for your child’s education.

Charting Your Life Journey Together

Charting Your Life Journey Together

We understand that your priorities may change in different life stages. Our experienced advisors will collaborate to create a custom roadmap that reflects your current and future goals.

Steady Solutions for Life’s Unexpected Events

Steady Solutions for Life’s Unexpected Events

Your life can look very different in various stages. Through market shifts and life events, our tailored plans prioritize what matters most through the ups and downs.

Supporting You Through Life

Depending on where you are in life, you may need more or less support. We’ve got your back, whether you’re just starting out or preparing for a comfortable retirement.

Starting Out on Your Journey

Starting Out on Your Journey

Growing Your Wealth & Family

Growing Your Wealth & Family

Nearing or Planning to Retire

Nearing or Planning to Retire

Enjoying Retirement Life

Enjoying Retirement Life

See Your Full Financial Picture With AdviceWorks

See Your Full Financial Picture With AdviceWorks

At Wealth Navigation Advisors, we use advanced planning tools such as AdviceWorks to give you a full picture of your finances. Through this platform, you can also track your goals and monitor your progress toward them. It’s also easy for you and your advisor to get real-time updates from anywhere.

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Who We Work With

We specialize in helping individuals, families, and business owners with comprehensive guidance and a flexible approach for every life stage.

Who We Serve

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