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Protecting and Enhancing Our Clients’ Wealth
Navon Wealth Advisors works with families of wealth and successful business owners to help protect what they have built, now and for multiple generations.
Navon Wealth is — by design — a boutique firm, yet we offer and are backed with top institutional resources. This way we can provide our clients the hands on proper care they deserve coupled with the best resources available in the marketplace.
Wealth Planning
Every client is unique.
We begin with you.
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We begin with you.
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Wealth Planning
Every client is unique. A cookie-cutter approach never works, though we often see planners try.
Which is why at Navon, we develop a uniquely customized plan for each of our clients. And by working together with the various experts — including attorneys, accountants, tax experts and investment professionals — our clients can rest assured their plan will accomplish the goals and objectives they desire.
And Importantly, once a plan is implemented, we provide ongoing estate, philanthropic, tax, insurance and succession planning. This is a critical piece and one too often missed as client’s needs and situations change. We stand ready to assist as our clients’ lives evolve. So too should their plan evolve.
Which is why at Navon, we develop a uniquely customized plan for each of our clients. And by working together with the various experts — including attorneys, accountants, tax experts and investment professionals — our clients can rest assured their plan will accomplish the goals and objectives they desire.
And Importantly, once a plan is implemented, we provide ongoing estate, philanthropic, tax, insurance and succession planning. This is a critical piece and one too often missed as client’s needs and situations change. We stand ready to assist as our clients’ lives evolve. So too should their plan evolve.
Coordination & Collaboration
Collaboration among the entire team is mission critical. And that’s where we excel.
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Coordination & Collaboration
An often overlooked, yet mission critical piece of Wealth Planning, is the coordination and collaboration of various experts, including estate planning attorneys, accountants, the family office, insurance experts and investment professionals. At Navon, we excel in coordinating these parties, as well as ensuring all are collaborating for the benefit of our clients.
The result is a Plan that is far superior to what we see in the market, where each expert works separately without regard to how they coordinate with the rest of the Plan.
At Navon Wealth, all experts work in concert creating powerful results for our clients.
The result is a Plan that is far superior to what we see in the market, where each expert works separately without regard to how they coordinate with the rest of the Plan.
At Navon Wealth, all experts work in concert creating powerful results for our clients.
Business Owners
Plan for, and protect, what you have built.
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Business Owners
One of the most unique individuals is the business owner. And unless one has walked in their shoes, it is virtually impossible to understand the challenges, rewards, stress and thrill of being a business owner. Navon’s Founder, Steven Taber, built his own business from a start up in 2005 to one of the largest in his industry before selling it in 2020. Steven knows all too well what being a business owner is truly about.
That is why at Navon we have a passion for working with business owners. And it is why we feel it is so important that business owners get the attention and care to help protect what they have built and to help properly plan for them, no matter what their ultimate exit plan may be: sale, transfer to family members or sale to key employees.
That is why at Navon we have a passion for working with business owners. And it is why we feel it is so important that business owners get the attention and care to help protect what they have built and to help properly plan for them, no matter what their ultimate exit plan may be: sale, transfer to family members or sale to key employees.