Navigen Wealth Management Joins Blueprint Financial Advisors

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, has strategically expanded its presence in Wisconsin and Florida. The growth is the result of Brad Nagel, CTFA, and Brian Versey, CTFA, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Navigen Wealth Management.

“Our recruiting efforts have been focused on bringing in the right team, advisors who fit with and uphold our firm’s culture – and Navigen, which is led by Brad Nagel, is a shining example,” says Blueprint Financial Advisors President Andrea Johnson Swope. “The white-glove operational support we provide is empowering the Navigen team to focus ON their business rather than IN their business.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“At Navigen, we ask our clients to trust us as a partner who will help them navigate each stage of life. We put our trust in Blueprint Financial Advisors because the team has vision and understanding of our company capable of delivering the highest level of wealth management advice, which is what our clients have come to expect,” says Nagel, Navigen’s Founder and Senior Wealth Manager.

Navigen’s name is derived from two words: navigation and generations. The team has the experience to provide financial guidance specific to each stage of life.

Nagel has been serving clients in the wealth management industry for more than 30 years. After building a career with nationally recognized investment firms, he envisioned something different for his clients. He wanted to provide high-net-worth individuals and families with unbiased wealth management advice, which he believes is best offered via an independent, fee-only firm. During the early stages of the Financial Crisis in 2008, Nagel started his own private wealth management firm, now known as Navigen.