Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At NaviGuide Wealth Partners, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at NaviGuide Wealth Partners we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies. Learn More
Insurance
Whether it is to ensure that your family is taken care of, a business is better protected, or long-term care costs are covered, establishing proper insurance coverage is critical to creating a sound financial strategy. Learn more
Financial Planning
Building a solid, long-term financial plan tailored to your unique situation plays an integral role in helping you pursue your financial goals. Learn more
Business Planning Strategies
Business owners face numerous decisions every day regarding their company and employees. Learn more
Personalized Wealth Management
Without a roadmap, it can be difficult to travel the right financial path, encountering road bumps and diversions along the way. Having a tailored strategy in place, with a supportive team guiding you along the way, may make the road ahead less strenuous.
At NaviGuide Wealth Partners, our goal is to serve as your financial navigator. Offering innovative portfolio strategies, retirement planning, insurance and a number of other services, we help you chart a course designed to connect today’s reality with tomorrow’s goals. Through our interdisciplinary approach, we address your varied financial needs, goals and dreams, wherever life may lead you along the way.
Based in Agoura Hills, California, we work closely with clients throughout the United States. To learn more about our services or for a no-cost, no-obligation consultation, contact us today.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Our Locations
Headquartered in Agoura Hills, CA, NaviGuide Wealth Partners has office locations and advisors across the country. Contact us today to speak with a financial advisor or financial professional nearest you.
Insights
NaviGuide Wealth Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
How to Use a Trust as a ...Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.
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Market Commentary
Weekly Market Commentary – January 27, 2020In a week in which impeachment news produced the top headlines, markets reacted more to news about a virus in central China. A coronavirus apparently coming from an open-air food market in Wuhan raised concerns the Chinese would reduce spending just as the Chinese New Year vacation is starting.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Monthly Newsletter
Why We Don’t Keep Our Financial ...So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.
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News
10 Common Estate Planning Mistakes (and How to ...Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Video
Quarterly Market Outlook: Q4 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Read MoreWeekly Market Commentary
- Weekly Market Commentary – January 21, 2020
Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.Read more
