See how we may serve you today
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...
Mica McKenna joins Navigator Wealth Management as our Client Service Specialist. Her sole focus is to ensure our clients enjoy a seamless and...
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...
Spencer Spillman specializes in working with our pre-retirement clients. His client centered approach starts with getting to know his clients...
Wyatt is a second generation financial advisor specializing in working with our pre-retirement clients. Wyatt’s focus on...
If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone. But there may be an opportunity in this current market to teach good financial habits to your teenagers; ones that they can carry into adulthood.
If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone. But there may be an opportunity in this current market to teach good financial habits to your teenagers; ones that they can carry into adulthood.
There are hundreds of articles on the so-called “biggest financial mistakes” that people make and some tips on avoiding them. We’re used to seeing common examples of how peoples’ activities, like overspending or making minimum payments, may get people in trouble. These lists of mistakes could fill a book, but many are rooted in a failure to adhere to basic financial guidance.
© 2023 Navigator Wealth Management . All rights reserved.
