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Wealth Management With A personal Navigator

Who's helping you navigate Your Life's Journey?

Learn About Our Wealth Navigation ProcessTM


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.

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.

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What is a 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 experts attending to the myriad details of your wealth management and financial success.

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