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