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About Navigation Wealth Management
Navigation Wealth Management is a dynamic financial services firm founded by Adam Brunin with a mission to provide comprehensive solutions tailored to individual client needs. This firm distinguishes itself by offering a diverse range of financial products and services through affiliations with multiple companies, ensuring clients have control over their financial decisions.
Customer service is paramount at Navigation Wealth Management, with a commitment to responsive communication and regular account reviews. They prioritize building long-term client relationships based on trust and mutual benefit.
The firm prides itself on staying at the forefront of the financial services industry, regularly updating its knowledge and embracing new technologies to serve its clients better. They offer various compensation structures, primarily focusing on fee-based practices, promoting transparency and alignment of interests between clients and their investment advisor representatives.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- College Savings
More about Navigation Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 282640 | 8 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Navigation Wealth Management.