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Navalign Wealth Partners
Stage 29

Above the line or behind the scenes, working as a professional in the entertainment industry comes with its own unique financial challenges and opportunities.

Have questions about maximizing the effectiveness of a loan-out? Need help navigating MPI, SAG-AFTRA, DGA-Producer and other member benefit programs? We help organize your entire financial life, saving you time and providing peace of mind. As your financial advocate we collaborate with your team of business managers, accountants, and attorneys to produce outcomes in your best interest.

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You work hard, show up to early call times, and deal with uncertain cash flow between projects. Wouldn’t it be great to have a team of financial experts on your side to understand the complexities of investing and financial planning for creative professionals.

We’re here to help you build wealth and navigate financial decisions that are aligned with your life goals. The key is planning around an industry with constant volatility. We’d like to show you how you can benefit from our extensive experience of working with talented individuals in the entertainment industry.

Trusted Financial Advice

We believe financial advice should always be in your best interest. The important financial decisions in your life are more than just numbers, it’s your emotions, your values and your goals. That’s why Navalign partners with you, as a fiduciary financial advisor, to help you navigate important life decisions. If you’re searching for answers to your financial questions, our team of financial experts are here to help.

Financial Planning

Financial planning is more than just a report and recommendations. Financial planning is a process, a discipline we can help you develop to achieve your financial goals. We believe in holistic financial life planning, this encompasses all aspects of your personal finances; cash flow, investments, taxes, risk management, legacy planning, philanthropy and more. Let us show you how fiduciary financial planning can help you understand the future impact of the important decisions you are considering today.

Investment Services

Successful investing requires a disciplined approach with a long-term perspective. Our team of fiduciary investment advisors has experience managing all types of accounts and can customize an investment plan specifically for you. Let us show you how to align your investment portfolio with your personal financial goals and timelines.