Navigate understands capital and risk, and risk and return are obviously related. We know which risks have expected returns, and we help our clients understand their tolerance for risk. These tolerances are crucial in developing and managing investment portfolios that maximize the probability reaching financial goals.
Peace of mind for our clients comes from knowing that Navigate has a comprehensive overview and that someone is coordinating the necessary planning and implementation for their unique needs.
We have found that our clients generally have financial planning needs in four areas:
In addition to our client meetings, we will also coordinate with the client’s accountant for tax planning; work closely with the client’s attorney for legal and estate planning; and correspond with other professionals like private or investment bankers. This is to ensure that all professionals are working toward the same objectives.
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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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