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
What if you could put a magnifying glass on your existing financial plan and get a sense if it is designed to meet your goals? Navigate’s Second Opinion Service allows you to do this. We will perform a review of your current financial situation, your goals and objectives, and an assessment of your probability of reaching your goals. There is no commitment or cost on your behalf.
Navigate’s Second Opinion Service generally requires a referral from someone who has an existing relationship with us. Please fill out the form and provide us with the name of the person that referred you to us.
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
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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