How We Do
We specialize in helping our clients in their efforts to achieve and maintain their financial independence. We believe that excellence in service is achieved by treating clients like family. We at Navigator, treat every client as a member of our family and develop a caring and long-term relationship.
ever Compromise Confidentiality
Our wealth management team operates under the strictest levels of confidentiality with all information provided to Navigator Wealth Management. Navigator Wealth Management will protect information to the highest standards outlined by regulatory agencies and ethical business practice.
lways Client First
We always put the interest of our client before our own. We understand our client needs, Seek new opportunities for them, address them and deliver unique solutions as per their expectations. Success of client is biggest reward for us.
alue For Money
You have the right to receive the best execution for all the wealth management services that we provide. Portfolio transactions will be executed in a timely manner, at the best available price, and with prompt third party confirmation. All interactions with Navigator Wealth Management will be timely, precise, and promptly completed.
We understand our clients need and develop solutions for the most complex or the simplest, the biggest or the smallest financial transactions creativity and innovation is everything we do we encourage new ideas which help us address unique opportunities.
Reaching our target growth is not good enough, you must always be moving forward. We offer sustained growth strategy support such as pillar development, route to market transformation, competitive course action planning, to keep you on top. Because, even the best the plans need to be enhanced and updated, at times.
You have the right to work with a trustworthy, dependable, independent wealth advisor focused on your journey to true world-class wealth management. Your wealth advisor at Navigator Wealth Management will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. We will present portfolio reviews annually or as often as necessary, and be available to answer questions as they arise.
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. Navigator Wealth Management will strive for communications that are clear and concise. If you have a question, it is our responsibility to answer your question, and if necessary, help you to understand the answer.
ne Stop Solution
At Navigator we provide one stop solutions for all your financial need, we can offer customize solution based on your need. It is our responsibility to provide you best and unbiased solution available in industry.
You have the right to a prompt response from your Navigator Wealth Management team. As your trusted advisor, Navigator Wealth Management is committed to returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.