MacDonald Sippl Ventures

Personal Capital, based in Redwood City, CA, provides software solutions designed to assist individuals in managing their finances and investments. Their offerings include mobile apps, portfolio tracking, email updates, and more. The company's services are geared towards helping users stay informed and organized when it comes to their financial health, offering convenient tools for monitoring and analyzing their assets and investments. Generated from their available business information

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value. At Navigation Group we start with why? Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve. Even in the most challenging of times, our clients find confidence in knowing they have an advocate with decades of experience who will provide transparent financial reasoning. It’s why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night.