# Navigen Wealth Management

Navigen Wealth Management is a RIA based in Green Bay, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Green Bay, United States
- **Region:** North America
- **Address:** Green Bay, WI, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** navigenwealth.com
- **LinkedIn:** https://www.linkedin.com/company/nagel-private-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Navigen began operations in 2008 and has since anchored itself in Green Bay, Wisconsin, with additional offices in Sheboygan, Wisconsin, and Cape Coral, Florida. The firm operates as a registered investment advisor, structuring its client relationships around financial planning, retirement planning, and discretionary portfolio management for individuals, high-net-worth households, and trusts. Navigen's investment approach is generalist, spanning public equities and fixed income through model portfolios and individual security selection with no stated private-market allocation. The firm emphasizes a goals-based planning framework paired with active tax management, making tax planning a core internal capability rather than an outsourced function — an uncommon depth for a Midwestern RIA of its size. Its geographic reach concentrates on the I-43 corridor in Wisconsin and the southwestern Florida retirement market. No adjacent vehicles, club memberships, or philanthropic foundations are publicly disclosed. Navigen's structural distinction lies not in asset scale or exotic strategies but in its architecture: the firm combines discretionary investment management with in-house tax planning and multi-generational advice under one roof, positioning itself as a one-stop planning partner rather than a referral hub. This bundling is rare among smaller Wisconsin-based RIAs, where tax is typically offloaded to a separate CPA firm.

## Offices

- Sheboygan, WI, United States
- Cape Coral, FL, United States

## Questions

### Does Navigen commit to private equity, venture capital, or direct deals?

There is no public evidence that Navigen participates in private-market commitments, direct co-investments, or venture capital. Its public-facing content and stated services center entirely on public-market portfolio management, financial planning, and tax planning.

## Related profiles

- [Navigator Capital](https://altss.com/profile/navigator-capital)
- [NaviMed Capital](https://altss.com/profile/navimed-capital)

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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://navigenwealth.com/
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/navigen-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology