Salt Lake City, UT Office



CEO, Managing Partner

Owen Fisher is the Founder and CEO of Wealth Navigation, LLC, a Registered Investment Advisory firm, located in the greater Salt Lake City area. Owen advises successful Families and Businesses on the best ways to maximize and protect Real Family Wealth™. More»

Wealth Advisor

Ryan Halliday has been in the financial services industry since 1999. He is currently the President and a Principal owner of Wealth Navigation, a Registered Investment Advisory. He joined the firm in June of 2007. More»

Private Wealth Advisor / Partner

Adam has been working in the financial services and banking industry since 1999. Besides being a Private Wealth Advisor and Partner of Wealth Navigation, Adam is a registered general securities principal and oversees the company's compliance regulation. More»

Director of Investments

Dustin Thackeray has been with Wealth Navigation as Director of Investments since May, 2006. He brings over 3 years of investment industry experience to Wealth Navigation with previous positions as Investment Advisor Representative at Lincoln Financial Advisors from 2004 to 2006. More»

Wealth Advisor

Beau Ogzewalla has been with Wealth Navigation, LLC as a Wealth Advisor since Sept. 2007. Beau brings 4 years of experience working in the Wealth Management industry. Prior to joining the firm Beau worked directly as a registered representative and financial consultant in the banking industry. More»


Wealth Navigation LLC
500 N. Market Place Dr., #101
Centerville, UT 84104
map

Tel.: 801.335.8200
Fax: 801.299.3414


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