Navigate works closely with other professional advisers, such as CPAs and attorneys, to ensure that all professionals and experts are working toward the client’s goals. We also form expert teams and strategic alliances with accountants and other professionals to ensure that clients are receiving advice that is applicable to their particular situation. If you are a CPA or other professional adviser, contact Johan Grahs to explore what a strategic alliance means.
Navigate provides a comprehensive platform for financial professionals who want to focus on reliability, integrity and knowledge to deliver wealth management in an independent and fee-only role. If you are a financial adviser looking to make a change, contact Caleb Hopkins to explore further.