As an independent wealth advisory firm, our commitment is always to act in our clients’ best interest and uphold our fiduciary duty.
Our family office approach allows our clients to benefit from our expertise and services that fit seamlessly to offer solutions that meet your unique needs. We understand that wants and needs along your financial path change, and so we are here to help you discover your trajectory, find your path, determine your future, and leave your legacy.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Fegan joins multi-family office
Price joins multi-family office. Fegan & Price begin working together.
Fegan becomes senior partner at multi-family office
Price becomes senior partner at multi-family office
Launch of Navis Wealth Advisors
Launch of Navis Tax
Launch of Navis Wealth Preservation
Navis Wealth Management was founded in November of 2018 by partners Paul Fegan and David Price. Having both worked at a large wirehouse and a multi-family office practice for years, they know firsthand how the bureaucracy of a large firm can take away from what Advisors need to focus on most: client relationships and helping clients achieve their goals.
Our firm was founded so that, as owners-operators, Paul and David could have maximum control over their business and give their clients the attention they deserve. As a result, Navis has and continues to recruit professionals in the industry who also recognize the importance of a symbiotic client-advisor relationship. We strive to strengthen our network and grow to better serve our clients and help them to navigate all of life’s pivotal moments with confidence.