Wealth Intelligently Navigated, LLC

Wealth Intelligently Navigated provides personalized investment management and financial planning services for individuals and high net worth individuals. The registered investment advisor helps clients build and manage portfolios using strategies like asset allocation, dollar-cost averaging, and long-term purchasing. Clients can set specific restrictions on what types of investments or companies are included in their portfolios. In addition to investment management, Wealth Intelligently Navigated offers financial consulting covering risk assessment, investment planning, and financial organization. The firm also assists with estate planning guidance, working alongside third-party interactive software to help clients prepare legal documents and real estate deeds. Portfolios are managed on both a discretionary basis, where the firm makes trades without prior approval, and a non-discretionary basis. Wealth Intelligently Navigated may also recommend independent third-party money managers to handle portions of a client's portfolio when appropriate. The firm emphasizes a long-term approach designed to help clients maintain their purchasing power over time while managing risk.