NAVIGO WEALTH MANAGEMENT
Updated 34 days ago
- Age: 16 years
- ID: 33397844/82
401 N. Carroll Ave., Ste 410 Southlake, TX 76092
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. We bring a professional wealth management approach to managing the assets of our clients in a manner that puts our clients' needs first. Since our inception in 2008, we have operated as a Fiduciary to our clients, and we do not take that responsibility lightly. We have a primary presence across Texas and various other states including Alabama, Louisiana and Oklahoma. We also serve clients in other other locations across the country as well... We offer a unique investment management approach that is paramount in our ability to provide comprehensive wealth management services. Our well defined investment discipline allows us to be emotional-free while managing assets. Our objective is to deliver steady, low volatile returns regardless of market environment. Managing risk, as measured by volatility, is a major..