Navis Wealth Management

About

Navis Wealth Management is an independent boutique wealth advisory practice that provides comprehensive and holistic wealth management solutions to help clients grow, preserve, and transfer wealth with confidence.

The firm creates highly customized wealth management strategies and financial plans that are designed to connect all aspects of their clients' financial lives to help them identify, prioritize, and pursue what matters most to them at every stage of their lives. Those on the Navis team take great pride in the close, personal relationships they forge with each of their clients. It is because of the strength of their relationships that they are able to provide deep insight and practical guidance to their clients — helping them navigate all of life's pivotal moments even as their goals and priorities change.

Keywords

wealth management, financial planning, portfolio management, insurance solutions, retirement planning, estate planning, multigenerational wealth transfer, strategic tax planning, crossborder financial planning, family office services, business consulting

Amenities

No amenities listed yet

Upcoming Events

No upcoming events scheduled

Frequently Asked Questions

No reviews yet. Be the first to review!

Social Links

No social media links available

Photo Gallery

No photos available

Contact Information

Business Info

Location

Business Hours

Business hours not available