Achieve your goals

Confidence and Trust are the most important factors in decision making. That is why working with a Certified Financial Planner™ professional at Navigation Wealth Management is crucial. A CFP has the knowledge and experience to guide you through the various courses in the sea of financial services with your destination in mind.

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Financial Planning

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Asset Management

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Business Planning

The Navigation Way

We help individuals, families, and businesses navigate the financial headwinds that often distract and confuse investors from their primary goal. Our clients benefit from our holistic approach to financial planning. Our goal is to break down and review every financial facet of their life, simplify the information into a strong strategy that will withstand the test of time, and successfully navigate you, your family or business in the implementation of this strategy to reach the desired current, and future destinations.

Protecting your Wealth

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth will help you feel secure about the future.

Growing your wealth

From realizing your dreams to building the lifestyle you envision for your family, growing your wealth may help provide resources necessary to accomplish what matters most to you.

Providing for Your Family & Legacy

Some of your most important personal goals may actually be related to providing financially for loved ones. Looking after their needs can be a meaningful way to show them you care about their wellbeing.

Cash Flow Planning

Your lifestyle and retirement revolve around cashflow. Optimizing your cash flow from income streams such as social security, Required Minimum distributions, retirement plans and pensions, annuities, and a proper tax deferral and withholding strategy is crucial before and during retirement.

Tax Saving Strategies

Why pay more of your hard earned money to the government? We work with you and your CPA to optimize your tax savings and keep more money in your pocket.


Leave your Legacy

Maximizing your Retirement Income

Cash flow is the most important financial consideration to a successful retirement. We want to ensure you are able to live your dream lifestyle before and in retirement.

Gifting and Estate Strategies

If you have a child or grandchild you would like to help improve there financial position, put them through college, or a Charity you care deeply about, work with us and an estate planning attorney to take full advantage of the tax breaks that comes with a proper gifting and estate strategy.

401K and Retirement Benefits

Is your plan right for you or your business? Do you understand your plan and benefits? Are you making the right contributions based on your income level and tax breaks? With our experience and monitoring, we can answer these questions with seamless implementation.

Implementing Social Security and Medicare

Deciding when to take your benefits is a permanent difficult decision that will affect your life and your family’s. It can be a confusing situation, let us help you determine the optimal time to receive your money that you worked so hard for.

Planning for a Child with Special Needs

If you have been blessed with a child with special needs, there are strategies to ensure your child’s future that you may not be aware of.

You will be making once in a life-time financial decisions right now and throughout the rest of your life.

You need to know your options.

Enjoy your retirement without worry

Whether your retirement is a far off dream or a soon to be realized reality, the navigation steps you take today can help you enjoy financial independence you deserve.

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Let Us Plan With You

Navigation Wealth Management - Your Financial Advisor Team

Send Us A Message

Navigation Wealth Management
Financial Advisors
1166 Quail Court
Suite 100
Pewaukee, WI 53072
Tel: 920-988-2050
Fax: 262-746-9277

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Navigation Wealth Management

Financial Advisor
1166 Quail Court
Suite 100
Pewaukee, WI 53072
Tel: 920-988-2050
Fax: 262-746-9277

Important Disclosures