It’s in our name, Navon, to advise. Navon is the Finnish word for “to advise.” And we take our role of advising with a large degree of humility and respect for those with whom we work. We understand and appreciate you’ve spent a sizeable part of your life building your wealth. So the thought of trusting someone to assist you in this generational and impactful planning process can be daunting. The choice of the right partner and advocate is critical. We get that.
Our firm is founded on the premise that your goals, dreams and desires are our job. Nothing gives us greater pride and is more rewarding to us than seeing these things come alive for you and your family. Which is why we take such care and diligence in our planning and recommendations for our clients.
With our network of tax and legal advisors across the country, we are privy to seeing the latest ideas in the planning community, the latest ideas and strategies being presented to high net worth clients. This places us a cut above the typical and traditional advisors and planners presenting the same, staid traditional ideas. Given where the planning landscape is, and is heading, it requires creative planning and thinking and we excel in this area.
At Navon, we have the blessing of decades of experience combined with a deep expertise in all matters of wealth planning. That combination gives our clients a unique advantage and a unique partner to help provide the stewardship they deserve.