NAVIS WEALTH

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... 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.

Primary location: Rye Brook United States