Skip to main content

  mtowle@wealthnavigator.org North Central Ohio: 419-775-3005
Coastal Los Angeles: 310-944-8197
Mobile: 619-665-4265
  •  
  • Client Login

  • Home
  • About 
    • Mission & Philosophy
    • Our Team
    • Why the name Navigator Wealth Management?
  • Process
  • SmartVestor Pro
  • Guided Wealth Portfolios
  • Product and Services
    • Asset Management
    • Financial Planning
    • Retirement Planning
    • Retirement Savings Accounts
    • Investment Planning
    • Women in Transition
  • Resources 
    • Weekly Market Commentary
    • Weekly Economic Commentary
  • Contact

    You are here

  1. Home
  2. About
  3. Mission & Philosophy

Mission & Philosophy

Planning involves more than just investment advice. We firmly believe in the value of a personal one on one relationship. We do this by first by really getting to know you and what you are passionate about, then assessing your current situation, and finally what you are trying to accomplish. We will be with you every step of the way from our initial conversation through putting your plan in motion and on to celebrating your success alongside you. 

You want someone who knows you are and what you are trying to achieve. Someone who knows how hard you have worked to get where you are, and where you want to go. We are committed to building and maintaining strong relationships with you and your family, and to upholding our fiduciary responsibility to you with professional and competent advice.

Schedule a Visit

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   mtowle@wealthnavigator.org

North Central Ohio

  •   625 Lexington Ave, Ste 2B , Mansfield, Ohio 44907
  •   419-775-3004

Coastal Los Angeles

  •   22 Cinnamon Lane, Rancho Palos Verdes, CA 90275
  •   310-944-8197

Contact us

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AL, AZ, CA, CO, FL, GA, ID, IL, IA, MI, NC, OH, SC, TN, TX, VA

© 2023 Navigator Wealth Management . All rights reserved.

Website Design For Financial Services Professionals