The stronger the connection we have with you, the more we can work toward adding value.

We’ve confined our practice to a relatively small number of clients with whom we work for so that we can deliver a unique experience for you.


Schedule Calls and Meetings

Our clients enjoy regularly scheduled calls and reviews concerning family issues and challenges and retirement, education, and tax related issues, estate investment planning and other critical life challenges and opportunities.

Crafting Custom Solutions

Since planning is an ongoing process, we put tailored strategies in place so you are prepared for each key milestone throughout your life.

Embracing the Team Approach

Drawing on our years of experience and extensive professional resources, we provide you with a wide array of customized solutions. We also coordinate our planning strategies with your other professional advisors, such as your attorney and accountant.

Advocating for Your Success

As your needs evolve and decisions need to be made, we will evaluate the options available and help you understand the financial impact of each choice, so you are positioned to make the best decisions for you, your family, and your business.

Although the Firm provides general information about the impact of taxes on various investment categories and the potential impact on estate planning, Wells Fargo Advisors is not a legal or tax advisor.
Navigation Wealth Management Group of Wells Fargo Advisors

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 (AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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