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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.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
Learn More

Our Team Is Committed to Your Success

Our Philosophy:

Bonnie Faherty

President | Financial Advisor

bonnie@navigatewpg.com

Zoe Theriault

Client Relations Manager

zoe@navigatewpg.com

Mark Yount CFA

Chief Financial Officer

Audrey Jones

Client Service Associate

audrey@navigatewpg.com

Megan Fennie

Marketing Consultant

Brendan Faherty

Operations Manager

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