Navigation Wealth Management

Navigation Wealth Management is a boutique wealth management firm that works with individuals, families, and business owners. Its services include comprehensive financial planning, investment and asset management, retirement planning, estate planning, and business and retirement plan guidance. The firm describes its approach as holistic, building a strategy around each client's own goals rather than a standardized model. Its team includes a Certified Financial Planner professional.

The office is at 820 Summit Ave in Oconomowoc, Wisconsin, and the firm serves clients from there across the surrounding communities. It is locally owned and operated. New clients can reach the office by phone or through the contact form on the website to start a conversation.