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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)?

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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.

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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.

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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.

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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.

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Insights

NaviGuide Wealth Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Infographic
Small Business Owners

199A 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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Market Commentary
Weekly Market Commentary – October 14, 2019

Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,

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Health Savings Account, 2019
Monthly Newsletter
Putting Your Health Savings Account to Work

Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.

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Blog
4 Tips to Take Your 401(k) to the ...

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Quarterly Market Outlook: Q3 2019

Carson 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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Weekly Market Commentary
  • Weekly Market Commentary – October 7, 2019

    The monthly U.S. employment report created some very positive headlines but also indicated slowing business investment is spilling over to the jobs market. The unemployment rate fell to 3.5%, the lowest level in 50 years. As shown on the accompanying chart, payrolls increased by 136,000 jobs last month, roughly in line with expectations.Read more