Navigo Wealth Management is an independent, fee only Registered Investment Advisory (RIA) firm located in the Dallas/Ft. Worth area, Greater Houston area, and Birmingham, Alabama. They bring a professional wealth management approach to managing the assets of our clients in a manner that puts our clients’ needs first. Since their inception in 2008, they have operated as a Fiduciary to our clients, and they do not take that responsibility lightly. They have a presence across the entire greater Houston area as well as across Texas and various other states including Alabama, Louisiana and Oklahoma.

They offer a unique investment management approach that is paramount in our ability to provide comprehensive wealth management services. Their well defined investment discipline allows us to be emotional-free while managing assets. Their objective is to deliver steady, low volatile returns regardless of market environment. Managing risk, as measured by volatility, is a major focus in our approach. They employ a variety of financial research milestones and strategy innovations while helping our clients achieve their goals. Their unique investment management discipline helps provide steady asset growth and a sound path to a secure financial future.