Navis Wealth Management

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...

Wealth management,financial planning,portfolio management,insurance solutions,retirement planning,estate planning,multi-generational wealth transfer,strategic tax planning,cross-border financial planning,family office services,and business consulting

Navis wealth management operates in the Investment management industry.

Navis wealth management's revenue is 11m - 100m

Navis wealth management has 11 - 50 employees.