Services
Investment Management
Navigate Wealth Management,LLC provides investment/portfolio management services to individuals, trusts, estates and company retirement plans. We design each portfolio based on the goals and objectives of each client, using the time-proven principles of money management and modern portfolio theory.
Our objective is to deliver value by combining our 30+ years of investment and client experience, with lower cost investments to produce portfolios which maximize return and minimize risk.
We understand how important research is to successful investing. Our strong working relationship with Dimensional Fund Advisors gives us unique access to the wisdom of leading financial economists and Nobel Prize winning academics. For more than 30 years, Dimensional Fund Advisors has been translating academic research and time-tested data into practical investment strategies. Our shared scientific philosophy toward investing is the foundation for our working partnership with Dimensional.
Diversification is a cornerstone of our investment approach. Dimensional’s asset class structure provides us access to funds that represent comprehensive asset classes, allowing us to build portfolios that are truly diversified. As an investment advisor registered with the Securities and Exchange Commission, Dimensional currently manages over $500 billion for investors around the world.
401(k) / Company Pension Plan Solutions
Please see our 401(k) / Company Pension Plan Solutions information on the employers page.
Individual Retirement Plans
Individual retirement arrangements (IRAs) such as traditional IRAs and Roth IRAs can be a valuable tax savings tool for individuals. IRAs can also provide flexible investment options that many 401(k)s do not. Dorman Skorheim Wealth Management can help you open an IRA account or rollover an existing qualified plan into a new IRA.
Financial Planning
Financial planning incorporates all aspects of personal finance including income allocation, investing, risk management, retirement planning, estate planning and tax planning. Although our core business is investment management, our advisors are versed in all areas of financial planning. This gives us the ability to evaluate our client’s entire financial situation so we may better help them achieve their financial goals.
Retirement Planning
Retirement planning involves several interrelated factors including the following:
- Annual income needs during retirement
- Projected investment returns
- Savings amount and rate
- Work life expectancy
- Retirement life expectancy
No matter how close or far away from retirement you are, we can develop an integrated retirement plan that will help you get a better understanding of your current situation and future needs.