NAV Wealth Partners

Overview

NAV Wealth Partners is an independent, Pennsylvania-registered limited liability company that provides wealth management and financial planning to individuals and families. The firm combines portfolio management for individual and small-business clients with insurance brokerage capabilities, and its advisory fees are charged as a percentage of assets under management and via fixed-fee engagements. NAV Wealth Partners does not present itself as an ESG-focused manager, and it does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices