Our Services
Financial Planning
We are dedicated to journeying alongside our clients to build the life they want. Your financial plan is more than just a portfolio. Using a holistic lens, we create a strategy designed to meet today’s needs and plans for future objectives. Our financial planning services include:
Retirement planning
Building Toward a Vibrant Retirement: Our objective is to help you construct a meaningful retirement, while living the life you want today. We consider your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.
Risked managed review of insurance
Protection Against the Unplanned: We conduct a thorough review of all the insurable risks you are exposed to and match that with appropriate and competitively priced insurance.
tax planning
Capitalizing on Tax Efficiency: Partnering with your CPA, we offer tax planning services focused on opportunities to mitigate your tax bracket and situation.
Benefits Review
Maximizing Your Benefits: We review all benefits available to you from your employer or from your own company to maximize the opportunities such benefits bring to your financial picture.
Our objective is to help you construct a meaningful retirement while living the life you want today. We take into account your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.
College/Education Planning
Conquering Educational Goals for Your Family: After determining the level of education funding goals you have for your children and grandchildren, we calculate what money needs to be deposited today or over time to fund your objectives.
Executive Compensation Package Review & Stock Option Planning
Choosing the Right Strategy: We review options available for you to exercise such as stock options, long term incentive packages, stocks, performance based stock, or deferred compensation. Then, coordinating with your broader financial picture, we help you make informed decisions with confidence.
Estate Planning
Designing Your Legacy: In tandem with our estate planning professionals, we guide you through a process that considers your current lifestyle goals and helps you preserve the values and traditions you have embraced throughout your lifetime.
portfolio management
Our investment management philosophy is meticulously crafted to align with your needs. Through evaluating client risk tolerance, determining the appropriate time horizon, and understanding income needs, we set an asset allocation strategy that considers the above parameters along with current market opportunities.
We closely monitor performance and adjust allocation as needed. Our dedication to ensuring our clients remain empowered and informed is reflected in our commitment to delivering clear and transparent reports consistently.
qualified retirement plans
We offer Qualified Retirement Plan design and implementation services for businesses.
Advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Our Services
Financial Planning
We are dedicated to helping our clients build the life they want. Your financial plan is more than just a portfolio. Using a holistic lens, we create a strategy designed to meet today’s needs and plans for future objectives. Our financial planning services include:
Retirement planning
Building Toward a Vibrant Retirement: Our objective is to help you construct a meaningful retirement, while living the life you want today. We consider your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.
Risked managed review of insurance
Protection Against the Unplanned: We conduct a thorough review of all the insurable risks you are exposed to and match that with appropriate and competitively priced insurance.
tax planning
Capitalizing on Tax Efficiency: Partnering with your CPA, we offer tax planning services focused on opportunities to mitigate your tax bracket and situation.
Benefits Review
Maximizing Your Benefits: We review all benefits available to you from your employer or from your own company to maximize the opportunities such benefits bring to your financial picture.
Our objective is to help you construct a meaningful retirement while living the life you want today. We take into account your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.
College/Education Planning
Conquering Educational Goals for Your Family: After determining the level of education funding goals you have for your children and grandchildren, we calculate what money needs to be deposited today or over time to fund your objectives.
We conduct a thorough review of all the insurable risks you are exposed to and match that with appropriate and competitively priced insurance.
Executive Compensation Package Review & Stock Option Planning
Choosing the Right Strategy: We review options available for you to exercise such as stock options, long term incentive packages, stocks, performance based stock, or deferred compensation. Then, coordinating with your broader financial picture, we help you make informed decisions with confidence.
Estate Planning
Designing Your Legacy: In tandem with our estate planning professionals, we guide you through a process that considers your current lifestyle goals and helps you preserve the values and traditions you have embraced throughout your lifetime.
portfolio management
Our investment management approach is custom-tailored to help meet your needs. Through evaluating client risk tolerance, determining the appropriate time horizon, and understanding income needs off of the portfolio, we set an asset allocation strategy that takes into account the above parameters along with current market opportunities.
We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.
qualified retirement plans
We offer Qualified Retirement Plan design and implementation services for businesses.
We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.
Our Services
Financial Planning
We are dedicated to helping our clients build the life they want. Your financial plan is more than just a portfolio. Using a holistic lens, we create a strategy designed to meet today’s needs and plans for future objectives. Our financial planning services include:
Retirement planning
Building Toward a Vibrant Retirement: Our objective is to help you construct a meaningful retirement, while living the life you want today. We consider your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.
Risked managed review of insurance
Protection Against the Unplanned: We conduct a thorough review of all the insurable risks you are exposed to and match that with appropriate and competitively priced insurance.
tax planning
Capitalizing on Tax Efficiency: Partnering with your CPA, we offer tax planning services focused on opportunities to mitigate your tax bracket and situation.
Benefits Review
Maximizing Your Benefits: We review all benefits available to you from your employer or from your own company to maximize the opportunities such benefits bring to your financial picture.
Our objective is to help you construct a meaningful retirement while living the life you want today. We take into account your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.
College/Education Planning
Conquering Educational Goals for Your Family: After determining the level of education funding goals you have for your children and grandchildren, we calculate what money needs to be deposited today or over time to fund your objectives.
We conduct a thorough review of all the insurable risks you are exposed to and match that with appropriate and competitively priced insurance.
Executive Compensation Package Review & Stock Option Planning
Choosing the Right Strategy: We review options available for you to exercise such as stock options, long term incentive packages, stocks, performance based stock, or deferred compensation. Then, coordinating with your broader financial picture, we help you make informed decisions with confidence.
Estate Planning
Designing Your Legacy: In tandem with our estate planning professionals, we guide you through a process that considers your current lifestyle goals and helps you preserve the values and traditions you have embraced throughout your lifetime.
portfolio management
Our investment management approach is custom-tailored to help meet your needs. Through evaluating client risk tolerance, determining the appropriate time horizon, and understanding income needs off of the portfolio, we set an asset allocation strategy that takes into account the above parameters along with current market opportunities.
We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.
qualified retirement plans
We offer Qualified Retirement Plan design and implementation services for businesses.
We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.
working with navista wealth
Embark on a journey of financial empowerment with Navista Wealth, where we are more than just advisors. We are your compass, guiding you through the ever-changing currents of the market with clarity and precision. Our vision extends beyond wealth management; we envision a future where your financial dreams become reality. Let us chart a course together, leveraging our expertise, innovation, and unwavering commitment to navigate towards your brightest financial horizons.
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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