A complete list of active advisors currently associated with Navis Wealth Advisors LLC

Warmer can help you find a great advisor at Navis Wealth Advisors LLC or one who fits your needs even better.

Navis Wealth Advisors provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory to individuals, high‑net‑worth clients, trusts, estates and businesses. As described in the brochure, the firm charges asset‑based advisory fees and delivers ongoing portfolio supervision and financial planning alongside retirement‑plan consulting. The firm’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, using diversified mutual funds and ETFs as well as individual stocks, bonds, alternative investments and options; the ADV explicitly discusses options contracts and their attendant risks. Navis may also allocate portions of client portfolios to unaffiliated independent managers and retains discretionary authority to rebalance, harvest gains or losses, or otherwise adjust positions to meet client objectives. Navis is affiliated with Navis Tax LLC, which provides accounting, tax planning and small‑business bookkeeping under common ownership, and with Navis Wealth Preservation, an affiliated insurance agency; the brochure discloses these relationships and the conflicts they can create when advisory persons also sell insurance or act as registered representatives. The firm also notes an institutional relationship with Charles Schwab for custody and reports managing roughly $902 million with a six‑advisor team, producing a relatively high assets‑per‑advisor client profile compared with many peers.

To learn more about the advisors currently working at Navis Wealth Advisors 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.