Jupiter, FL Office

Navis Wealth Advisors is an SEC‑registered wealth management firm that serves individuals, high‑net‑worth clients, trusts, estates and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm reports roughly $902 million in assets under management and generally implements client relationships with a stated minimum relationship size of $1 million.

The firm’s investment process emphasizes fundamental analysis and principally long‑term strategies implemented through diversified mutual funds and ETFs, individual equities, bonds, alternative investments and options; its brochure explicitly discusses the use and risks of options contracts, indicating the firm employs derivatives in client portfolios when appropriate. Navis also may allocate portions of portfolios to unaffiliated independent managers and conducts ongoing due diligence and oversight of those managers while offering cash positions or hedges as tactical tools.

Compared with many peers, Navis highlights operational affiliations that expand its service set: an affiliated accounting/tax entity that provides tax planning and bookkeeping services and an affiliated insurance practice for product implementations. The firm also discloses that some advisory personnel act in broker‑dealer and insurance capacities, and it maintains an institutional custodian relationship that brings platform benefits—features that can affect how services are implemented and coordinated across investment, tax and insurance needs.