Firms That Refer To Us

Healthcare Navigation is a Trusted Advisor

The following organizations have referred to us:

The Ayco Company, LP

Aston Pearl

Ballentine Partners, LLC

Barnes & Thornburg LLP

Bank of New York Mellon

Beacon Wealth Management

Bessemer Trust

Black Bag/Dr. Chris Sidford

Brownson, Rehmus & Foxworth, Inc. 

Capital Wealth Advisors, Inc

Castle Connolly Medical Ltd.

Convergent Wealth Advisors

Continental Grain Company

Coyle Financial Counsel

Cummings & Lockwood, LLC

Davidson, Dawson, & Clark, LLP

Day Pitney, LLP

Douglas Winthrop

Evercore Wealth Management, LLC

Fiduciary Trust Company International

First Niagara Bank

Genspring Family Offices

Goldman Sachs Group, Inc.

Hitachi Capital America Corp.

HPM Partners LLC

J.P. Morgan Private Bank

Lebenthal Holdings, LLC

Manchester Capital Management, LLC

Merrill Lynch Wealth Management

The Metropolitan Museum

Morgan Stanley

Murtha Cullina, LLP

My Accountant, Inc.

Northern Trust Corporation

The Olin Corporation


Personal Risk Management Solutions

Private Health

Proskauer Rose LLP

Raymond James

Roundtable Wealth Management

Shipman and Goodwin LLP

Source Financial Advisors

U.S. Trust

Vedder Price

White & Case LLP

Willis Towers Watson

Winged Keel Group

1919 Investment Counsel