Navigation Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Howard Bregman

Howard Bregman

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Howard Bregman's website
Chris Shiring

Chris Shiring

Private Wealth Advisor

Managing Director of Navigation Wealth Management
Visit Chris Shiring's website
Thomas Kenyon

Thomas Kenyon

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Thomas Kenyon's website

Team

Beth Shiring

Beth Shiring

Client Service Coordinator