Wealth Protection and Transfer

Protecting wealth while you can enjoy it is important and is inherent in our investment management discipline. We are able to combine our active and passive style of investment management with our Market Assessment Tool to generate more consistent returns year in, year out regardless of the market environment. Our active portion moves along a risk continuum that positions portfolios more bullishly or bearishly according to the methodology.

We also want to ensure you pass along your wealth to your heirs as effectively and efficiently as possible. We have relationships with various estate attorneys and insurance providers and can start the process and connect you with the appropriate professionals to ensure you have a solid estate plan that complements your retirement and investment management process.

Posted By Navigo Wealth Management