Navis Wealth is a privately held firm that specializes in personalized financial planning and advisory services with a strong emphasis on helping individuals and families navigate complex financial decisions. While primarily known for financial planning, Navis Wealth also contributes to the social services industry by offering guidance that supports long-term financial well-being, retirement readiness, and legacy planning—key components in enhancing quality of life and reducing financial stress for clients. Their approach is deeply client-centered, focusing on building trusted relationships and tailoring each plan to specific life goals and circumstances.

They often work with multigenerational families, enabling smoother intergenerational wealth transfer and providing stewardship of family values and charitable giving. Some of their financial coaching and planning efforts intersect with social impact, such as assisting clients in developing philanthropic strategies and donor-advised funds. Additionally, Navis Wealth maintains a strong commitment to transparency and fiduciary responsibility, always acting in the best interests of their clients. Their team includes Certified Financial Planners (CFPs) and other accredited professionals who offer informed, ethical decision-making support.

Key Services:

– Comprehensive financial planning
– Retirement and income distribution strategies
– Wealth transfer and legacy planning
– Charitable giving and philanthropic strategy development
– Investment advisory and portfolio management
– Financial coaching for families and individuals
– Multigenerational wealth planning
– Risk management and insurance planning