KNOW YOUR TRAJECTORY
It is our mission to help you know your trajectory, find your path, determine your future, and leave your legacy.
LET US HELP YOU
The Navis team is here for you, offering advice and support throughout all life's milestones.
As an independent firm, our commitment is always to act in our clients' best interests and uphold our fiduciary duty.
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.
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.
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.
Navis team's combined years of industry experience
Percent of Americans who don't have a will3
Estimated percent of wealth to be inherited by Gen X between the years 2027-20312.
The value of personal savings in the US in 20201.
1 (St. Louise Fed, 2021)2 (Investments & Wealth Institute, 2019)3 (Caring.com, 2021)
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.
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.
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.
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.
“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