There are many aspects to running your advisory business beyond servicing clients. Our portfolio management, marketing and back-office support, technology, processes, and partnership opportunities are here to support you as you work to grow your business or prepare to transition your firm.
For advisors and financial professionals looking to improve their customer experience and grow their level of assets under management, we offer the support you need so you can do what you do best.
Whether you have your own RIA, want to build your own brand, or want to be an advisor with Navigate, our platform offers everything you need to be more successful. We help by creating more capacity so that you can spend your time acquiring new clients or more time servicing your existing clients. Or have more free time—the choice is yours.
We work best with those advisors that are business minded and know the highest and best use of their time, and with Navigate you always own your own book. Navigate provides a complete solution for advisors to manage their practice, and deliver the most value to those professionals that take a comprehensive view of their clients’ wealth management situation.
The first step in exploring our platform is to schedule a time with either Johan Grahs or Caleb Hopkins to see how we can make you more successful.
Navigate Wealth Management, LLC
One Independence Plaza
Suite 816
Birmingham, Alabama 35209
205.224.9500
Navigate Wealth Management, LLC
1800 Providence Park
Suite 250
Birmingham, Alabama 35242
205.224.9500
To learn more about growing with Navigate, contact Johan Grahs or Caleb Hopkins 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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