Contact Us

Clear communication is an important part of any financial planning relationship. Whether you have a general question, would like more information about our services, or are interested in starting a conversation, we welcome you to reach out.

You can contact Navigation Wealth Management using the information below or by sending us a message through the form on this page.

Our Office

Navigation Wealth Management
820 Summit Ave
Suite A
Oconomowoc, WI 53066
Phone: 262-563-2100

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Please let us know what's on your mind. Have a question for us? Ask away.

Helping You Stay on Course Now and Into Retirement

Whether retirement is a distant horizon or just ahead, the steps you take today can influence the choices available to you tomorrow. Our goal is to help you move steadily toward the lifestyle and financial future you envision.

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