The Navigate team consists of seasoned professionals with proven records of success in growing and protecting clients’ financial assets. We adhere to CFA Institute Code of Ethics and Standards of Professional Conduct.
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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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