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Text Content

Menu


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 * About Us 
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   * Estate, Trust, & Multigenerational Planning
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 * Contact Us 
   * Job Opportunities



KNOW YOUR TRAJECTORY

It is our mission to help you know your trajectory, find your path, determine
your future, and leave your legacy.

Embark Now

LET US HELP YOU

The Navis team is here for you, offering advice and support throughout all
life's milestones.

Learn More

KNOW YOUR TRAJECTORY

It is our mission to help you know your trajectory, find your path, determine
your future, and leave your legacy.

Embark Now

LET US HELP YOU

The Navis team is here for you, offering advice and support throughout all
life's milestones.

Learn More

KNOW YOUR TRAJECTORY

It is our mission to help you know your trajectory, find your path, determine
your future, and leave your legacy.

Embark Now

LET US HELP YOU

The Navis team is here for you, offering advice and support throughout all
life's milestones.

Learn More



OUR FIRM

As an independent firm, our commitment is always to act in our clients' best
interests and uphold our fiduciary duty.

Go to Our Firm


OUR TEAM

Our team works diligently to deliver our technical capabilities, as well as
provide you with valuable and insightful advice; today, tomorrow, and in the
future.

Meet Our Team


OUR SERVICES

Our family office approach allows our clients to benefit from a wide array of
services and expertise that fit seamlessly to offer solutions that meet your
needs.

Go to Our Services


WHERE DO YOU WANT YOUR FUTURE FINANCIAL ROADMAP TO TAKE YOU?

At every stage of your life, Navis seeks to simplify and provide relevant
advice; helping you navigate all of life’s pivotal moments with confidence even
as your goals and priorities change.  We explore and help connect all aspects of
your financial life to help you identify, prioritize, and pursue what matters
most to you.

We believe in symbiotic relationships, and with a collective understanding we're
able to anticipate your needs and help you advance toward your long-term
aspirations.  You deserve to reach your full financial potential, and with a
highly customized roadmap we are confident that you will meet your trajectory.

nobutton


NOBUTTON



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110+

Navis team's combined years of industry experience


67%

Percent of Americans who don't have a will3


71%

Estimated percent of wealth to be inherited by Gen X between the years
2027-20312. 


$2.32 TRILLION

The value of personal savings in the US in 20201.  

1 (St. Louise Fed, 2021)
2 (Investments & Wealth Institute, 2019)
3 (Caring.com, 2021)


EMBARK

Envisioning your plan for the future and embarking on that journey is the first
and most important step of your financial plan.

We'll begin by developing an understanding of your personal and financial
circumstances, and subsequently identifying your goals and outlining your
course. 


EVOLVE




As you evolve and grow, so too will your roadmap.  We are dedicated to finding
effective strategies and sound solutions to overcome any obstacles you may face
along the way.  We have services to help meet your ever-changing needs.


EXPERIENCE

The experiences and pivotal moments you encounter along the way make room for
continuous improvements.  We’ll adapt along this journey with you, to provide
you with valuable insight that helps make those milestones all the more
memorable.


ENDURE




Finally, you'll reach your trajectory and create an enduring legacy that you can
be proud of.  That legacy will be built during your lifetime, but its impact
will last long after you are gone.  







Contact Us

“HERE AT NAVIS YOU HAVE ONE POINT OF CONTACT, A VERY HIGHLY SKILLED, VERY
DETAIL-ORIENTED INDIVIDUAL WHO KNOWS YOUR SITUATION, YOUR CIRCUMSTANCES, BUT AT
THE SAME TIME HAS A BENCH BEHIND HIM.”

- Paul Fegan

"WE HAVE THE MECHANISM, THE TECHNICAL EXPERTISE, AND THE DIVERSIFIED SERVICE
AREAS, TO ACTUALLY SEE EVERYTHING THROUGH COMPREHENSIVELY.”

- David Price

“HERE AT NAVIS YOU HAVE ONE POINT OF CONTACT, A VERY HIGHLY SKILLED, VERY
DETAIL-ORIENTED INDIVIDUAL WHO KNOWS YOUR SITUATION, YOUR CIRCUMSTANCES, BUT AT
THE SAME TIME HAS A BENCH BEHIND HIM.”

- Paul Fegan

"WE HAVE THE MECHANISM, THE TECHNICAL EXPERTISE, AND THE DIVERSIFIED SERVICE
AREAS, TO ACTUALLY SEE EVERYTHING THROUGH COMPREHENSIVELY.”

- David Price

“HERE AT NAVIS YOU HAVE ONE POINT OF CONTACT, A VERY HIGHLY SKILLED, VERY
DETAIL-ORIENTED INDIVIDUAL WHO KNOWS YOUR SITUATION, YOUR CIRCUMSTANCES, BUT AT
THE SAME TIME HAS A BENCH BEHIND HIM.”

- Paul Fegan

"WE HAVE THE MECHANISM, THE TECHNICAL EXPERTISE, AND THE DIVERSIFIED SERVICE
AREAS, TO ACTUALLY SEE EVERYTHING THROUGH COMPREHENSIVELY.”

- David Price


TELL US HOW WE CAN HELP YOU TODAY

Name
Email
Address
Comments
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CONTACT

Office: 914.848.8300

800 Westchester Avenue

Suite C-700



Rye Brook, NY 10573

info@naviswealth.com



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