Comprehensive Wealth Management & Financial Planning Solutions

Navigen Wealth Management has the expertise, experience, and strategic relationships to help you navigate through each stage of life. We manage wealth so you can manage life.

Our Life Stage Financial Planning process starts with listening. Our team listens to the needs of our clients and collaborates to map out the best navigation path to support their personalized needs. Identifying optimal financial solutions that can get clients to their desired financial futures is the last piece of the puzzle, never the first. 

Holistic Service Offering

Individuals &
Families

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Business
Owners

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Individuals & Families:

Financial Planning & Wealth Management Services

Fee-based financial planning

Individual retirement accounts

Estate planning

Philanthropic optimization

10b5-1 plans

Investment management solutions

Tax planning

Special needs planning

Sustainable investing

401(k) plans

Insurance auditing (life, disability, long-term care)

Education planning

Navigating unexpected life changes (loss of a spouse, divorce, inheritance)

Wealth education

Cash flow optimization

Retirement planning and distribution strategy

Values-based investing strategies

Stock options strategies

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Business Owners:

Financial Solutions & Services

Cash flow optimization

Risk mitigation strategies

Financial statement review

Tax mitigation strategies

Succession planning

Coordinating with professional partners (CPAs, attorneys)

Insurance optimization

Exit planning

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Let's Talk

To discuss how we can help you navigate through each stage of life

Contact Us