Individual Client Services

In addition to working with 401k client companies, we work with individual clients in the following areas:

  • Investment planning and management
  • Retirement planning
  • Budgeting
  • Debt management
  • Insurance and risk management
  • Estate planning

The most common time people seek the support of a financial advisor is during a time of change. It is valuable to have a trusted advisor by one's side during these times of change as well as throughout life's journey. At Navigate Financial we help people create a good investment plan and navigate that plan successfully. We welcome all clients who are committed to moving foward in a positive financial direction, regardless of how much money they have to invest.

We work with about 85 clients with combined assets of $30 million as of October 31, 2021.






Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, KS, LA, MD, ME, NM, NV, OR, TX, UT, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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