Navigation Wealth Management

Navigation Wealth Management, Inc. is a registered investment adviser founded in 2016 by Adam E. Brunin, offering asset management services with a focus on discretionary asset management, financial planning, and consulting. The firm provides services to individuals, high net worth individuals, and qualified retirement plans, acting as a fiduciary in the best interest of clients. Navigation may hire Sub-Advisors to manage client assets and utilizes a third-party platform for held-away assets. Clients have the right to impose restrictions on investments. The firm does not require a minimum account size to open an account. Fees for asset management are based on a tiered fee schedule, and financial planning services are priced based on complexity. Navigation's investment strategies involve fundamental, technical, and charting analysis, with a focus on client objectives and risk tolerance. The firm does not engage in soft dollar arrangements and does not vote proxies on client securities. Navigation has no disciplinary history and maintains a Code of Ethics to address conflicts of interest. The firm does not have custody of client funds and has no financial conditions impairing its ability to meet client commitments. Bankruptcy petitions have not been filed in the past ten years.