Our Clients

Navigate's clients have different circumstances that require us to understand their situation and develop an individual plan that fits their needs and desires. Many are entering a time of financial transition. Some may be stepping into retirement; some may be obtaining liquidity resulting from a business transition; others may be moving from a tax-deferred account to acquire more personalized management.

We have found that, among our clients, there is a common thread: peace of mind.

  • Most of our clients are over the age of 50
  • Own between $1 – $10 million in investable assets
  • Want to be stewards to family and heirs
  • Own small businesses and are planning to exit their business within 5 years
  • Are women in a transitional phase of their lives
  • Are overwhelmed and not confident in making financial decisions
  • Are insistent upon absolute confidentiality