CAPTRUST Financial Advisors, 13961 S Minuteman Dr, Ste 300, Draper, UT 84020, US

HistoryDisappointed in our ability to take care of our clients, we parted ways with our former broker/dealer & started a new firm that could truly take care of our clients on an individual basis. Through a substantial amount of time & planning, Navigate Private Wealth was born in May of 2014. Ever since we have been growing & searching for ways to optimize our clients portfolios & help them make the most of their retirement.SpecialtiesAs you travel the pathway to retirement, Navigate Private Wealth Advisors can help create a personal and customized approach to strengthening your overall financial journey and destination. We provide a comprehensive personal financial plan tailored to your needs, goals, values, & wealth. We specialize in retirement planning, retirement distribution, estate planning, wealth management, net worth planning, education planning, tax strategies & risk management. We manage close to $300 Million in client's wealth. Custody services and other brokerage services provided to clients of Navigate Private Wealth LLC are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.

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