Address: 1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014 Tel: 801.335.8200 Fax: 801.299.3414
Our experienced team of wealth management professionals works closely with our clients to develop and implement strategies to manage and perpetuate their financial, social and intellectual capital. We specialize in working with high-income and high-net worth individuals, families, retirees, family offices, business owners, medical professionals and executives to develop and execute their financial goals.
At Wealth Navigation, our goal is to provide best-in-class service to clients. We have invested great resources to develop the systems, processes and a team that will give our clients true peace of mind.
- Investment management
- Executive consulting
- Insurance services
- Retirement planning
- Estate planning
- Multi-family office