Navigation: Noun  /navəˈɡāSH(ə)n/

The process or activity of ascertaining one’s position and planning and following a route.

Guide: Noun  /ɡīd/

A person who advises or shows the way to others.


Your life and wealth don’t come with directions. Whether you’re just starting to accumulate assets or have already built a nest egg, it’s important to decide how you will build, preserve, and distribute your assets as you experience the many milestones of life. At NaviGuide Wealth Partners, we serve as your financial guide, providing personalized navigation. With a roadmap in hand, we help you address the many decisions you face and offer you clarity and confidence regarding your finances.

Our goal is to go beyond the service level of the conventional financial services firm and serve as a trusted team of professionals you can rely on for honest recommendations and ongoing education tailored to your questions. Through our unique and comprehensive approach, we aim to take your financial concerns off your plate so you can focus less on your financial challenges and more on the things that matter most to you in life. It’s our passion and the reason we help people every single day.