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NaviPath WealthFinancial advisor in Charlotte, NC

NaviPath Wealth is a financial advisor at 1009 East Blvd, Charlotte, NC 28203, ranked #34 of 87 investment advisors in Charlotte and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 248-6771Website ↗

Key facts

Key facts about NaviPath Wealth
Address1009 East Blvd, Charlotte, NC 28203Get directions
Phone(704) 248-6771
Websitenavipathwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Matthews, Belmont, Mount Holly, Mint Hill, Stallings, Indian Trail, Harrisburg, Weddington, Huntersville, Cornelius and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for NaviPath Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about NaviPath Wealth

How is NaviPath Wealth ranked in Charlotte?

NaviPath Wealth is ranked #34 of 87 investment advisors in Charlotte by RFA Score, with 58 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are NaviPath Wealth’s hours?

NaviPath Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does NaviPath Wealth serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Belmont, Mount Holly, Mint Hill, Stallings, Indian Trail, Harrisburg, Weddington, Huntersville, Cornelius and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about NaviPath Wealth?

NaviPath Wealth has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact NaviPath Wealth?

Call NaviPath Wealth on (704) 248-6771. The business is at 1009 East Blvd, Charlotte, NC 28203. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

NaviPath Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
NaviPath Wealth (this business)—585.0 (5)NoNo
BJ Sabol - Associate Financial Advisor, Ameriprise Financial Services, LLC#32585.0 (5)NoNo8.1 mi
Frontier Wealth Advisors#33585.0 (5)NoNo3.6 mi
Rhino Wealth Management#35585.0 (15)NoNo11.0 mi

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