Navigate Wealth Planning Group

$1.1M revenue • 5 employees • 7 Portland Farms Rd Ste 2, Scarborough, ME, 04074, United States

Last Updated Oct 14, 2026

Company Overview

Company Name

Navigate Wealth Planning Group

Address

7 Portland Farms Rd Ste 2, Scarborough, ME, 04074, United States

Approx. Annual Revenue

$1.1M

Employees

5

Established

2021

About Navigate Wealth Planning Group

Navigate WPG is a company based in Scarborough, Maine, United States. The company's website indicates that it is focused on reviewing the security of user connections before allowing access, suggesting a focus on online security and privacy.

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Key Decision Makers

Audrey Jones Client Service Associate
LinkedIn
Zoe Nelson Client Relations Manager
Brendan Faherty Operations Manager
Bonnie Faherty President | Financial Advisor
LinkedIn