Navigation Wealth Management

Been to many, many advisors and seminars over the years, but not until coming across Myles O'Reilly, at NWM, did I find someone who can put it all together for you in his self-designed spreadsheet that includes every form of asset and pension including Social Security you may be entitled to. Check out Claim Wise on FB to catch Myles live. He will open your eyes! Consider yourself lucky, if you can become a client, he is that good!
Dec 12th, 2019

The care, concern, and professionalism is incomparable and amazing. Christopher Staples is great to work with.
Sep 16th, 2019

We've been working with Nick Kemp as our personal advisor and have been very pleased with the results. We feel that our investments are carefully selected and closely watched to ensure the right mix or growth and security. Thanks!
Sep 15th, 2017

Adam Brunin has guided my portfolio for over 10 years. With the heart of a teacher he will educate as well as listen to make sound strategy decisions together. Aligning to market changes, Adam is constantly studying ways to achieve the best performance in a challenging environment. Verifying strategies before implementing keeps risk low and opportunity high. Where there can be no guarantees, I trust Adam to be working for the best outcome as his fees are not commission based. Growing my portfolio we both win.
Apr 21st, 2016

Adam Brunin is a stellar financial planner. He has helped us to make make sound financial decisions that will positively affect our family and our future. Our knowledge of such topics is limited, but Adam always speaks to us in a way that fosters our understanding. He is honest, kind and has a knowledge of the financial industry that is unmatched. Our future is brighter and more secure because of the services he has provided us. We highly recommend Adam Brunin and Navigation Financial Services' we wouldn't trust anyone else with our financial future. Eric and Jacquelyn Walz
Sep 23rd, 2014