|
Direct Personal ServiceNavigator Wealth Management brings together broad expertise encompassing important aspects of wealth management for individuals and businesses. Unlike many advisers, Navigator Wealth Management is a single source for integrated wealth planning and management, including investments, taxes, risk management, estate planning, and the full spectrum of wealth-related legal issues. This means the firm can offer holistic guidance that reflects a deep understanding of all your assets, all of your goals, and all of the alternatives available to you. By bringing together attorneys, financial planners, licensed financial professionals, and accountants, Navigator Wealth Management can reduce your overhead and simplify your life. You don't have to manage, coordinate, or pay for three separate relationships. You don't have to repeat the same concerns to your investment advisor, your lawyer, and your tax preparer. Everybody's on the same page: yours.
To learn more about Navigator Wealth Management's holistic business model and how this was designed to make your life easier, please schedule a free consultation today. |
Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC. Investment advice through Pacific West Financial Consultants, Inc., a Registered Investment Advisor Investments products and services available only to residents of : Arizona (AZ), California (CA), Connecticut (CT), Delaware, (DE), District of Columbia (DC), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Maine, (ME), Maryland (MD), Massachusetts (MA), Mississippi (MS), Montana (MT), New Hampshire (NH), New York (NY), Pennsylvania (PA), Virginia (VA). Fee-based advisory services are available throughout the United States. We are licensed to sell insurance products in the following States: District of Columbia (DC), Maryland (MD), Virginia (VA) 7601 Lewinsville Road, Suite 205, McLean, VA 22102 Phone: 703-847-0965; Fax: 703-847-8902 |
