Getting You To Your Desired Financial Future Is Our Focus

Navigen Wealth Management is an independent wealth management and financial planning firm, primarily focused in Wisconsin and Florida.

We manage wealth so you can manage life, and these core principles drive how we work with clients, who we bring onto our team, and who we partner with.

Alignment
Of Interests

More Info

Partnership
Means Service

More Info

Optimal
Solutions

More Info

Holistic
Approach

More Info

Alignment
Of Interests

More Info

Partnership
Means Service

More Info

Optimal
Solutions

More Info

Holistic
Approach

More Info

Our interests are aligned with yours.

You might notice that our website provides limited information about specific financial products. That is because our firm focuses on long-term, personalized financial planning, not quick, commission-based transactions.

Our foundation is centered on listening: Our team takes the time to understand our clients’ needs and collaborates to build personalized financial plans. Identifying optimal financial solutions to help clients achieve their desired financial futures is the last piece of the puzzle, never the first.

We aim to work with clients who trust us to manage their financial futures throughout their lives. Finding these clients necessitates that our interests are aligned with yours. We are committed to consistently demonstrating our value, integrity, and trustworthiness year after year.

Back to Overview

Partnership means real service, not lip service.

You may hear other financial planning and wealth management firms pledge to be your partner. We’re different because we don’t just want you to HEAR those words; we want you to FEEL that promise in every interaction you have with our team.

We view each of our clients as partners, recognizing them as real people with families, financial concerns, and individualized financial goals. We approach each of their financial situations with respect and care, regardless of its size or complexity.

You can reach out to us anytime. We’re available to you for a review of your financial plan, assistance with important financial decisions during life transitions, and to share our perspective about what’s been happening in the financial markets.

Back to Overview

We seek optimal solutions, not just whatever is most available or easiest to implement.

Clients choose Navigen Wealth Management because they want to simplify their financial lives and focus on what’s important to them. We take that responsibility seriously, which is why we continually evaluate our strategic partnerships to ensure we’re offering clients industry-leading solutions that can help them reach their desired financial futures.

Our network of professional partners is robust, with specialists in areas like taxes, life insurance, accounting, retirement, business and succession, and philanthropy. We don’t settle for the quickest answer; instead, work to find optimal solutions that provide our clients with greater peace of mind.

Back to Overview

Our approach is holistic, capable of supporting your complete financial life.

Once clients consolidate their entire financial life under one roof, they often tell us they feel less stressed about managing their financial lives. That’s exactly what we aim to achieve!

Our relationship with you is built upon a thorough understanding of your needs, concerns, and aspirations. Once we capture this holistic view of your goals and what you value most, we’ll collaborate to develop a customized and detailed financial plan.

Our team is committed to providing clarity and support as we guide you through life’s financial events, no matter how simple or complex your situation – from planning for future education costs or retirement to coordinating a business sale or succession plan, as well as preparing for generational wealth transfer, funding philanthropic efforts, or other financial matters.

Back to Overview
https://www.navigenwealth.com/wp-content/uploads/cropped-Bug-only-512x512-1.jpg

Navigation + Generations

Our name is derived from two words: navigation and generations. At Navigen Wealth Management, our team has the experience to provide financial guidance specific to your stage of life. We refer to this process as Life Stage Financial Planning. The dynamics of life are ever-changing, and our financial planning process will change with you. Let us know your hopes and dreams for now and in the future, and we'll map out the best navigation path for your generation and individual needs.

Let's Talk

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

 

Contact Us