Navis Wealth Management

Navis Wealth Management

Investment Management Rye Brook, New York, United States 17 employees
Employees
17
Contacts
2
Emails
2
Phones
2
naviswealth.com LinkedIn

Navis Wealth Management Overview

Headquarters
Rye Brook, New York, United States
Website
naviswealth.com
Industry
Investment Management
Employees
17
Founded
2018
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords
Wealth Management Financial Planning Portfolio Management Insurance Solutions Retirement Planning Estate Planning Multi-Generational Wealth Transfer Strategic Tax Planning Cross-border Financial Planning Family Office Services Business Consulting

About Navis Wealth Management

Navis Wealth Management is an independent boutique wealth advisory practice that provides comprehensive and holistic wealth management solutions to help clients grow, preserve, and transfer wealth with confidence. The firm creates highly customized wealth management strategies and financial plans that are designed to connect all aspects of their clients’ financial lives to help them identify, prioritize, and pursue what matters most to them at every stage of their lives. Those on the Navis team take great pride in the close, personal relationships they forge with each of their clients. It is because of the strength of their relationships that they are able to provide deep insight and practical guidance to their clients — helping them navigate all of life’s pivotal moments even as their goals and priorities change.

Navis Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
2
66.7% coverage

Navis Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Martha Lynn Laskie Graphic Designer & Brand Consultant
Email Phone
Jason Auerbach Managing Director - Wealth Management
View
David Bruckman, Esq., Ms Tax, Clu, Tep Senior Consultant; Wealth Transfer
Email Phone

Employees by Management Level

Individual contributor 2 profiles
VP / Head 1 profile
Director 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 1 1 0

Navis Wealth Management Tech Stack

Cloud / infrastructure 1 profile
Product / design 1 profile

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