Brian at NaviPath Wealth

Brian at NaviPath Wealth

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Behavioral Financial Advisor (BFA™) helping practice owners and professionals build tax-efficient wealth through human, values-based financial planning.

Your goals, your purpose, your path—guided with clarity and intention.

Photos from Brian at NaviPath Wealth's post 05/26/2026

Still recovering from dragon boat race weekend 😂🚣‍♂️

This past week, I had the chance to sponsor and paddle with the Opalites team at the Asian Festival in Huntersville — and it was such a great experience.

One thing I loved about it… nobody wins alone in dragon boat racing. Everyone has to move together, trust the process, and stay aligned.

That’s true in business, relationships, finances, and honestly life in general.

Huge shoutout to Opal Dental and for putting together such an awesome team and community experience.

Already ready for next year 👊

Photos from Brian at NaviPath Wealth's post 05/06/2026

Great turnout already at the GBA Small Business Expo.

One of the best parts of events like this is getting to connect with other business owners who are building meaningful things in our community.

Had a chance to spend time with Keanu from alchemy_cowork and Angeliki from — both doing great work supporting entrepreneurs and helping people grow personally and professionally.

We’re here talking with business owners about more than just money.

Because building a successful business is important…
but building a life you actually enjoy matters too.

If you’re at the expo today, come say hey 👋☕

SmallBusiness FinancialPlanning WealthManagement NaviPathWealth Community Networking BusinessGrowth

04/29/2026

You can be successful on paper…
and still feel like something’s missing.

That’s the conversation I’ll be having at the
Gastonia Small Business Expo.

📍 May 6th | 3–6 PM
🎟 Free to attend

If you’ve ever thought:
“Is this really it?”

Come find me.

RFG Advisory 04/28/2026

Rick just released a new Market Commentary on market timing and why the data suggests it tends to work against long-term investors. It covers the psychology and probability behind selling and buying decisions, and what a more disciplined approach looks like.

Watch the latest Market Commentary:

RFG Advisory 3 likes, 1 comment. "Why Market Timing Doesn't Work: What the Data Really Shows"

Is the U.S. Really Insolvent? What Investors Should Know 04/02/2026

Rick just released a new Market Commentary on recent claims that the U.S. is insolvent and what that actually means for investors. It provides important context around government debt and why headlines may not reflect immediate risks.

Watch the latest Market Commentary:

Is the U.S. Really Insolvent? What Investors Should Know A recent headline claims the U.S. has effectively become insolvent. In this commentary, Rick Wedell breaks down what that claim means and why the reality is ...

Geopolitical Standoff and Inflation: Why Markets Are Reacting 03/31/2026

Rick just released a new Market Commentary on rising geopolitical tensions, oil prices, and recent market volatility. He explains what is driving the uncertainty and how it may affect inflation and investor sentiment.

Watch the latest Market Commentary:

Geopolitical Standoff and Inflation: Why Markets Are Reacting Markets have pulled back as geopolitical tensions rise, and oil prices move higher. In this update, Rick Wedell explains what is driving recent volatility a...

03/27/2026

Choosing the right entity structure matters. Filing as an S Corp instead of an LLC can save dentists thousands in self-employment taxes once income grows.

Check out the full episode on YouTube: https://bit.ly/4qiaQ4v

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Location

Telephone

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1009 East Boulevard , Suite 100
Charlotte, NC
28203