NetworkยทFamily Office

Navis Wealth Advisors LLC

Unclaimed

๐Ÿ“ RYE BROOK, NY

Family Office
naviswealth.com/ โ†—

SEC CRD #801-119746

About

New York Wealth Management | Navis Wealth Advisors 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 tha

Key Contact

PF

PAUL FEGAN

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (914) 848-8300

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Geographic Focus

new york
โ„น

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AUM

$902M

Location

RYE BROOK, NY

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