We Partner With You, Advocate For You, And Walk With You As
Your Personal Wealth Navigator.

Capital Navigation Group is a Virtual Family Office handing the comprehensive details of wealth management for a limited number of successful professionals, business owners and families. Our discretion allows us to act proactively and be fully accessible for each of our clients.

Discover Our Difference

We help you clarify your future through our unique Wealth Navigation Process™.
This process is designed to deliver truly consultative wealth management that goes far beyond
typical investing that you may find with a financial advisor. As Wealth Navigators, we focus on a
comprehensive and coordinated approach to your entire personal and financial life.

Learn more

Our Virtual Family Office

A Virtual Family Office is a team of professionals who collaborate to create a seamless, comprehensive and consultative wealth management experience. Family offices typically manage all of the details of wealth management for a family. “Virtual” refers to the fact that these advisory roles are coordinated across several firms by diverse specialists attending to the myriad details of your wealth management and financial success.

Get Started