Skip to content

Navigation Wealth ManagementFinancial advisor in Oconomowoc, WI

Navigation Wealth Management is a financial advisor at 820 Summit Ave # A, Oconomowoc, WI 53066, ranked #6 of 141 financial advisors in Oconomowoc and rated 5.0 from 11 Google reviews. Open Monday to Saturday.

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.

Oconomowoc, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 563-2100Website ↗

Key facts

Key facts about Navigation Wealth Management
Address820 Summit Ave # A, Oconomowoc, WI 53066Get directions
Phone(262) 563-2100
Websitenavigationwealthmanagement.net
HoursMonday to Friday: 8 AM – 6 PM; Saturday: 10 AM – 2 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oconomowoc and 11 towns within 25 miles: Sussex, Watertown, Waukesha, Hartford, Richfield, Brookfield, Menomonee Falls, New Berlin, Germantown, Fort Atkinson and Muskego.

Based in Oconomowoc, WIView on map

Opening hours

Opening hours for Navigation Wealth Management
DayHours
Monday8 AM – 6 PM
Tuesday8 AM – 6 PM
Wednesday8 AM – 6 PM
Thursday8 AM – 6 PM
Friday8 AM – 6 PM
Saturday10 AM – 2 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Navigation Wealth Management

How is Navigation Wealth Management ranked in Oconomowoc?

Navigation Wealth Management is ranked #6 of 141 financial advisors in Oconomowoc by RFA Score, with 68 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 Navigation Wealth Management’s hours?

Navigation Wealth Management is open Monday to Saturday. Its listed hours are Monday to Friday, 8 AM – 6 PM; Saturday, 10 AM – 2 PM. On Saturdays it is open 10 AM to 2 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Navigation Wealth Management serve?

Serves Oconomowoc and 11 towns within 25 miles: Sussex, Watertown, Waukesha, Hartford, Richfield, Brookfield, Menomonee Falls, New Berlin, Germantown, Fort Atkinson and Muskego. 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 Navigation Wealth Management?

Navigation Wealth Management has a rating of 5.0 from 11 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 Navigation Wealth Management?

Call Navigation Wealth Management on (262) 563-2100. The business is at 820 Summit Ave # A, Oconomowoc, WI 53066. 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.

Own Navigation Wealth Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Navigation Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Navigation Wealth Management (this business)—685.0 (11)YesNo
Financial Impact Advisors#4695.0 (54)NoNo21.4 mi
Roman Financial#5684.8 (68)NoNo22.2 mi
Mark Phillips-Modern Woodmen of America#7685.0 (11)NoNo8.2 mi

See all 141 ranked financial advisors in Oconomowoc