A complete list of active advisors currently associated with NAV Wealth Management LLC
Warmer can help you find a great advisor at NAV Wealth Management LLC or one who fits your needs even better.
NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, including high‑net‑worth clients, as well as to charitable organizations and corporations or business entities. It prepares an Investment Policy Statement for each client and offers ongoing portfolio monitoring, asset allocation, and asset selection with no stated account minimum. The firm applies modern portfolio theory and a long‑term trading approach, typically using mutual funds, equities, ETFs, real estate funds (including REITs), and annuities to build client portfolios tailored to risk tolerance and time horizon. NAV Wealth seeks discretionary authority to execute trades, recommends specific custodians (including Interactive Brokers, Altruist Financial, Nationwide Advisory, and American Funds), and delivers quarterly account reports from the custodian. Compared with many independent advisers, NAV Wealth’s client mix — which explicitly includes charitable organizations and corporate/business entities — is an atypical feature of its practice. The firm does not participate in wrap fee programs, does not accept third‑party sales compensation or soft‑dollar benefits, and manages about $25.3 million across roughly 68 clients, factors that inform its trade aggregation, execution, and reporting practices.
To learn more about the advisors currently working at NAV Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Amesbury, MA
| 22
|
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