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.