– NAVISTA WEALTH –
APPROACH
The Navista Wealth team leverages our vast experience and deep client connections to craft strategic financial plans anchored by defined goals.
With a depth of expertise, we will be your trusted partner giving advice and guidance for your current situation and future dreams.
Whether you’re a seasoned executive nearing retirement, a business owner contemplating an exit strategy, or a professional planning for the future, we will serve as your strategic compass guiding you through life’s shifting currents toward your financial dreams.
– NAVISTA WEALTH –
APPROACH
The Navista Wealth team leverages our vast experience and deep client connections to craft strategic financial plans anchored by defined goals.
With a wealth of experience, we will be your trusted partner that will give you advice for your current situation and future dreams.
Whether you are an executive approaching retirement, a business owner seeking to sell your business, or a professional building for your future, you will have a strategic advisor helping create a vibrant life and assisting through life’s many transitions.
Developing a Personalized Plan
Through a series of collaborative sessions, we chart a course for your personalized plan. As needed, we utilize our network of meticulously selected professionals to assist in key financial areas. We have partnerships with professionals in tax planning, estate planning, risk management/insurance, qualified plan administration and compliance.
Fully Tailored and Customized Portfolio
We design an asset allocation strategy that is fully tailored and customizable to meet the objectives of our clients.
Ongoing Strategic Partnership
We serve as your visionary navigator, where the intersections of finances and life converge. Whether charting the course for your family’s future, navigating home ownership, approaching retirement, or shaping your philanthropic legacy, we stand ready to guide you through every endeavor.
Need A Financial Advisor You Can Trust?
800 Nicollet Mall
Suite 2500
Minneapolis, MN 55402
P: (612) 315-2400
F: (612) 315-2432
800 Nicollet Mall
Suite 2500
Minneapolis, MN 55402
P: (612) 315-2400
F: (612) 315-2432
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Important Disclosures | Form CRS
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