Strategic Navigators Private Wealth

Overview

Strategic Navigators Private Wealth operates as an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and describes itself as a capital allocator. Its advisers provide financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm reports industry affiliations with another investment adviser and an insurance company. It does not identify as an active ESG investor and is not designated as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives