The Capital Navigation Group has assembled a powerful network of organizations all working on your behalf to deliver you world-class resources delivered in a highly personalized manner. As an independent firm, we have the freedom to work only with the most highly reputable organizations in their respective areas of expertise that can offer substantial and outstanding resources.
*Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.
Founder & Principal
CERTIFIED FINANCIAL PLANNER®
Advanced Planning Consultant
Managing Principal and Chief Investment Officer
Senior Vice President, Investment Management and Research
Vice President, Investment Management and Research
Vice President, Alternative Investments
Director, Equity Research
Manager, Investment Management and Research
Senior Investment Research Analyst, Fixed Income
Global Investment Strategist
Portfolio Manager, Investment Management and Research
Senior Research Analyst, Alternatives
Senior Research Analyst, Real Assets
Senior Research Analyst, Equity
Senior Research Analyst, Fixed Income
Research Analyst, Real Assets
Research Analyst, Equity
Analyst, Investment Management and Research
Research Associate, Investment Management and Research
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.