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Integrated Wealth Management That Works for YouOur holistic model of wealth management is designed to make our clients’ lives easier. You get four-in-one experts - attorneys, licensed broker dealer/financial planners, risk managers, and tax advisors/preparers – strategically working together for you. This integrated, strategic approach is a new paradigm in wealth management. Very few wealth management firms have such well-educated, experienced professionals employed under one roof. At Navigator, our team works in concert in order to help you navigate your financial and life goals. WE LOOK FORWARD TO SERVING YOUR FUTURE NEEDS
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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 |
