Navigate is a fiduciary wealth advisor serving individuals and families. We offer fee-only advice and comprehensive services, ensuring peace of mind.
• Investment Plan
• Investment Policy
• Investment Protection
• Investment Growth
• For Legal & Estate Planning
• For Tax Planning
• For Investment Banking
• For Other Professionals
Our clients work with us because we give independent advice. Navigate sells no financial products and does not receive any commissions. We are not beholden to specific investment companies, and we believe in transparency in all our advice and transactions.
We seek to understand our clients’ goals, objectives, and risk tolerance. Our process ensures that we understand our clients’ situations and create a comprehensive investment plan to maximize their probability of success.
We exist because we are passionate about serving clients by navigating and clarifying the often complex and confusing world of investments and financial decisions.
With the right financial advisor at your side, navigating the complexities of wealth management becomes a journey toward peace of mind, as we provide the direction and guidance needed to secure your financial future.
Gain peace of mind with expert guidance. Start today.
One Independence Plaza, Suite 816
Birmingham, Alabama 35209
205.224.9500
Navigate Wealth Management, LLC (“NWM“) is an SEC registered investment adviser located in Birmingham, AL. This website is limited to the dissemination of general information pertaining to advisory services, together with access to additional investment-related information, publications, and links. Accordingly, this website should not be construed by any consumer and/or prospective client as NWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. A copy of the current disclosure document (ADV Part 2A) is available upon your request. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NWM), will be profitable or equal any historical performance level(s). No portion of the web site content should be interpreted as legal, accounting or tax advice.
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