STRATEGIC NAVIGATORS PRIVATE WEALTH

Overview

Strategic Navigators Private Wealth is an independent registered investment adviser focused on serving individual and family clients. The firm operates as a capital allocator and offers a mix of financial planning and portfolio management services for individuals, small businesses and institutions, with a stated capability to select and oversee other advisers. Their fee model is percentage-of-assets-under-management, which aligns compensation with client asset growth. Investment activity centers on pooled public funds and separately managed account structures, with a clear tilt toward mutual funds as core building blocks. The firm reports using third‑party external managers for alternative exposures, though specific managers or vehicles are not disclosed. Strategic Navigators is not flagged as an active ESG investor and does not present as a multi-state or pension consultant adviser. Industry affiliations include relationships with other investment advisers, accounting firms and insurance companies, indicating they coordinate across professional networks when assembling client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices