Naples, FL Office

Navista Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and consultative services, including specific offerings for divorce planning and ongoing financial coaching. The firm also recommends and monitors third-party money managers and implements firm-developed model portfolios as part of its advisory services.

Navista tailors advice to each client's objectives and generally operates with discretionary authority, using a blend of model portfolios, third-party manager strategies (including Raymond James Consulting Services), and analytical methods ranging from fundamental and technical analysis to modern portfolio theory. The firm primarily allocates among mutual funds and ETFs and discloses that tax efficiency is not the primary consideration unless otherwise agreed.

What is distinctive about Navista is its small team of four advisors managing roughly $710 million in client assets (as of January 14, 2026), a high assets-per-advisor profile that stands out among team firms and follows the firm’s 2024 start of operations. The brochure also highlights specialized divorce-planning work (with services such as court preparation and attendance) and discloses advisor affiliations with a broker-dealer and insurance licensing, which create potential commission-related conflicts tied to certain product recommendations.