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Planning involves more than just investment advice. We firmly believe in the value of a personal one on one relationship.
Our goal is to deliver exceptional planning and advice to our clients with the highest level of service.
Michael H. Towle CRPC is a veteran financial consultant with a true passion for helping people and watching his clients pursue their...
Olivia Morris joins Navigator Wealth Management as our Client Service Specialist. Olivia comes from a strong background in customer service. Her...
Jeffrey Morris is a 35 year veteran of advising families in all matters financial. He built his practice from the ground up with an intense...
Wyatt is a second generation financial advisor specializing in working with our pre-retirement clients. Wyatt’s focus on...
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.
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