We think taxes are the greatest drag on wealth that you will face.
Many financial advisors aren’t talking about all the ways you can navigate this.
This is the work we do every day for our clients.
You’ve done a great job accumulating your wealth.
Here’s the problem:
More than likely, taxes will become a bigger and bigger issue for you as your wealth grows. It doesn’t matter if you’re 25 or 85 years old. You will face large tax bills, and if you don’t have a plan, you will give money to the IRS that you shouldn’t have to.
Our job is to make sure that doesn’t happen.
Welcome to Nav Wealth.
Ryan Knoll CFP®, MBA, Founder
Hi, I’m Ryan. I built Nav Wealth to help you do one thing really well: navigate taxes and build a financial plan that reaches your goals.
We’re a financial advisory firm that combines well-thought financial planning and investment management with complex tax strategies to make sure that you’re able to preserve and grow your wealth.
We’re a remote firm that serves clients nationwide. If you’d ever like to hear more, it’s easy to schedule a call.
Who we work with
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Highly Compensated Professionals
Whether you have a high income ($300k+), multiple business interests, or a large amount of company stock, there are lots of ways to make sure you’re not paying more in taxes than you have to.
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Business Owners
If you own a business that’s making $1M/year or more, there’s a good chance you’ll pay more in taxes than you have to. We can help fix this problem.
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Pre-Retirees and Retirees
Many retirees focus on accumulating dollars to get to retirement – but not on distributing their assets throughout retirement. This can lead to costly mistakes. We can help you avoid these.
“Why haven’t I heard about this from my CPA?”
When you think of getting help with taxes, you probably think about CPAs. However, the experience with a CPA can be centered around tax preparation in a given year – which has its place, but typically doesn’t provide long-term tax strategies for you. The result is that you can still end up paying massive tax bills.
“Why haven’t I heard about this from my financial advisor?”
While many financial advisors do good work, they often focus on cash flow, help with investments, and help you make wise decisions. But they’re often not looking through your own tax forms and comparing that with the 70,000 page IRS tax code to maximize the tax breaks that are available to you.
Nav Wealth bridges the gap between a traditional CPA and a traditional financial advisor.
