NAV WEALTH PARTNERS

Overview

NAV Wealth Partners is a small, independent registered investment advisory firm focused on serving individual and family clients, including small businesses. The firm combines fee-based portfolio management with financial planning and operates an insurance brokerage alongside its advisory services. Investment activity centers on publicly traded equities and exchange-traded instruments, with a stated preference for equity allocations. NAV Wealth Partners offers both discretionary and non-discretionary management under a mix of percentage-of-AUM and fixed-fee arrangements. The adviser is not positioned as an ESG specialist and operates without multi-state adviser designation. The firm supplements its core public-market work with access to private-market opportunities. It allocates to venture capital and private placements through third-party managers, and it uses annuities and mutual funds as additional building blocks. Those alternative allocations and insurance offerings are used selectively and are likely deployed to meet specific client objectives or to complement planning for retirement and income needs.

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Public Holdings

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Location & Offices