Navis Wealth is a client-focused financial planning firm headquartered in Rye Brook, New York, specializing in comprehensive wealth management services tailored to high-net-worth individuals, families, and business owners. With a boutique approach, Navis Wealth provides personalized financial strategies that align with clients’ life goals, helping them navigate complex financial landscapes with confidence. The firm emphasizes a holistic planning philosophy, integrating investment management, retirement planning, estate planning, and tax strategies for seamlessly coordinated advice.

Navis Wealth is proudly independent, allowing its advisors to deliver objective, conflict-free recommendations without being tied to proprietary products. Their team leverages decades of combined experience, advanced financial planning tools, and deep industry knowledge to provide sophisticated yet accessible solutions. A distinct hallmark of Navis Wealth is their focus on client education, ensuring clients are empowered and involved in their financial decision-making process. Additionally, the firm maintains strong ties to the local community through philanthropic initiatives and volunteer engagement.

By blending personalized service with institutional-quality strategies, Navis Wealth stands out as a trusted advisor in the financial planning and wealth management space.

Website: https://naviswealth.com/

Key Services:

– Personalized financial planning
– Investment portfolio management
– Retirement income strategies
– Estate and legacy planning
– Tax-efficient wealth strategies
– Risk management and insurance review
– Business succession planning
– Charitable giving and philanthropic planning