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Chart Your Course....with Guidance and Direction on Your Financial Journey

You have a plan for your future—but are your finances able to get you there? We provide tailored financial advice based on your unique goals and circumstances, and a long-term partnership committed to your success.

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Comprehensive Financial Services

At Navigate Wealth Planning Group, we specialize in providing comprehensive, in-depth financial services. We recognize that everyone’s definition of financial success is different, and each financial journey is unique. That’s why we strive to provide a range of financial services you need to find the path to your financial success, and the long-term support and guidance to keep you on course throughout the years. Wherever your financial journey takes you, Navigate WPG will be there.

Planning

Planning

Long-term financial success begins with a personalized financial plan.

Retirement

Retirement

Find the path that will take you to your ideal retirement.

Management

Management

Get long-term guidance and support to successfully manage your assets.

Insurance

Insurance

Protect the things that matter most with the right insurance plan.

Get a Free Second Opinion on Your Financial Plan

Already have a financial plan in place? Not completely confident that it’ll get you where you need to go? At Navigate Wealth Planning Group, we offer a free second-look service for your financial plan. Contact us today to set up an appointment. We’ll go over your plan together and let you know how we can help you pursue your needs—with no cost or commitment required.

Schedule Your Free Second Look

Helpful content

Curated articles, videos, and more for a financially savvier you.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More
How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More

Our Team Is Committed to Your Success

Our Philosophy:

Bonnie Faherty

President | Financial Advisor

bonnie@navigatewpg.com

Nick Malone

Client Service Associate

nick@navigatewpg.com

Mark Yount CFA

Chief Financial Officer

Audrey Jones

Client Service Associate

audrey@navigatewpg.com

Brendan Faherty

Operations Manager

Mallory Dominguez `

Marketing Consultant

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