I'm Co-Founder of NaviPath Financial. My firm prides itself on creative financial planning strategies for business owners and high net worth families. My core team focuses on advanced tax mitigation strategies designed to maximize the benefit to our clients while reducing their tax bill now and in the future. When clients engage with us our ultimate goal is to accelerate the growth of their net worth, alleviate stress, and increase peace of mind. Our Chief Investment Officer and his team have Ivy League and Institutional backgrounds. They are client facing and an excellent complement to the planning and tax mitigation side of our business. They have streamlined the investment management process and offer multiple strategies to meet the needs of our clients. As an independent firm and fiduciaries we pride ourselves on delivering a Personal CFO like experience to our clients.