Updated October 20, 2023
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Navigation Wealth Management

Investment Advisor Firm
Total assets under management$124M
Years in business19+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Retirement Planning
  4. Estate Planning
  5. Tax Planning
  6. Risk Management
  7. College Savings

More about Navigation Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2826408

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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