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Navigation Wealth Management
- Financial Services
- Fort Collins, CO
About this business
At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams of income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.
Location details
3500 John F Kennedy Pkwy #300, Ste 300, Fort Collins, CO, 80525, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Adam Brunin has been my parents' wealth manager for many years. As my parents began to enter the later stages of their lives, Adam has been incredible in guiding me as I begin to take over our estate. Adam is clear, honest, and has his client's best interests in mind to a degree difficult to find in this modern world.
The care, concern, and professionalism is incomparable and amazing. Christopher Staples is great to work with.
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!
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!
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.
Frequently asked questions about Navigation Wealth Management
How is Navigation Wealth Management rated?
Navigation Wealth Management has a 4.4 star rating with 7 reviews.
When is Navigation Wealth Management open?
Navigation Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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