No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.Read more
Advice in Common Language
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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
Monthly Newsletter
How to Give More than Stuff for ...Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?
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Market Commentary
Weekly Market Commentary – December 2, 2019Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.
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Blog
Yes, Social Security Income Is Taxable – But ...As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
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News
4 Ways To Improve Your Estate PlanMost people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
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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.
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Infographic
Small Business Owners199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.
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Weekly Market Commentary
- Weekly Market Commentary – November 25, 2019
Happy Thanksgiving! After a few weeks where growing hopes of a U.S.-China trade deal propelled markets higher, the opposite occurred last week. Trade negotiations took a small step backward, and global stocks followed. Other global economic news was generally positive.Read more
