In all situations we are fiduciary financial advisors. That means we have a legal obligation to act in your best interest. Not everyone can make that claim. We are advocates for helping you achieve your financial, and more importantly, your life goals. Navalign Wealth Partners is a Registered Investment Adviser firm with the Securities and Exchange Commission. You can view our flawless public filings here.
Holistic Investment Philosophy
There is only one you and your portfolio should reflect that. Your investment plan is an important component of your overall financial plan. It’s custom designed with a variety of low cost and tax efficient investments to help grow and preserve your wealth. Our holistic investment approach lends itself to providing advice on accounts you self-direct in addition to those that we manage.
Our business model is 100% fee-only, not fee-based. This means our fees are transparent and we are never compensated by outside parties or broker commissions. This is a major difference you need to understand when selecting a firm. How a firm is paid goes a long way in understanding the depth of financial advice they provide to you. Fee-only helps to reduce conflicts of interest, so we may remain clearly aligned with your goals.
Often times investors complain that it’s difficult to understand the expenses, commissions and fees charged by brokers and big banks. That’s why we chose a transparent fee-only pricing structure that is simple to understand. No commissions or hidden costs, ever! Choose the way you want to work with us and you’ll always know exactly what you’re paying for.
We believe it’s best to work as a team to help clients make better financial decisions. We encourage proactive communication internally and can work directly with your team of other trusted advisers, including accountants, attorneys and key decision makers. By working together, we can provide better comprehensive financial advice that is always in your best interest.
Shouldn’t your financial advisor have a retirement plan too? At Navalign Wealth Partners our team spans across multiple generations, as do our clients. We help families and businesses plan for their legacy, so it only makes sense that we plan for ours too. With business continuity and transition plans already in place, rest assured that Navalign Wealth Partners will be here to help for generations to come.