Expert Wealth Management in West Harrison, NY

Navis Wealth Advisors provides comprehensive financial services with personalized strategies, security, and proven results. Serving individuals and businesses across West Harrison and the Greater New York area.

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Wealth Management Services

+

Clients Served

M+

Assets Managed

%

Client Satisfaction

+

Years Experience

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About

About

Comprehensive wealth management services with focus on West Harrison market opportunities and client success

Wealth Management Services
20+
Years of
Experience

Navigating Your Financial Future

Our client-focused approach delivers personalized wealth management solutions that help you achieve your goals and build lasting prosperity.

Financial Security

Comprehensive wealth preservation and risk management strategies to protect your assets and ensure long-term financial security.

Portfolio Growth

Strategic investment management and asset allocation to maximize your returns and grow your net worth effectively.

Retirement Planning

Expert guidance on retirement income planning, pension optimization, and wealth preservation for your golden years.

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Services

Services

Complete wealth management solutions tailored to individuals, families, and businesses in West Harrison, NY

01

Investment Management

Personalized portfolio strategies and investment management to help you build wealth and achieve your long-term financial objectives.

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02

Retirement Planning

Comprehensive retirement strategies including 401(k) management, IRA planning, and income optimization for secure retirement.

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03

Business Wealth Management

Corporate financial solutions for West Harrison businesses including executive compensation, succession planning, and growth strategies.

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04

Comprehensive estate planning services including legacy planning, tax strategies, and multi-generational wealth transfer solutions.

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Wealth Management Services

Need Custom Wealth Solutions?

Our team specializes in creating personalized financial strategies for individuals, families, and business owners in West Harrison.

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Process

Our Advisory Process

Clear steps to achieve your financial objectives

01

Discovery Meeting

We begin by understanding your financial goals, current situation, and unique needs through a comprehensive discovery process.

02

Wealth Assessment

Detailed analysis of your financial position and identification of opportunities for optimization, growth, and risk management.

03

Strategy Design

We create customized wealth management strategies and investment solutions tailored to your specific objectives and circumstances.

04

Implementation & Monitoring

We guide you through strategy execution and provide ongoing portfolio monitoring and adjustments to ensure optimal performance.

Testimonials

Testimonials

What our clients in West Harrison say about our wealth management services

Navis Wealth Advisors helped us create a comprehensive retirement plan that gave us confidence in our future. Their expertise and personalized service made all the difference.

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Robert Johnson

Retired Executive

The investment management we received transformed our financial future. Their team understands the markets and provided strategies that work for our family's goals.

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Lisa Williams

Business Owner

Their estate planning services helped us protect our legacy for future generations. Professional, knowledgeable, and truly care about their clients' success.

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Emma Parker

West Harrison Resident

Working with Navis Wealth Advisors gave us clarity and direction for our investment portfolio. Their team explained everything clearly and helped us achieve better returns.

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David Miller

West Harrison Resident

As a young professional in West Harrison, I needed help with financial planning. They created a personalized strategy that helped me start investing and plan for major life goals.

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Michael Davis

Young Professional

The wealth management services provided exceptional value. They helped us with comprehensive planning and ensuring our financial legacy is protected for future generations.

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Sarah Thompson

Satisfied Client

Team

Team

Meet our experienced wealth advisors and financial management specialists

Emma Rodriguez

Senior Wealth Advisor

20+ years in financial services, specializing in investment management and wealth planning for West Harrison families.

Michael Torres

Portfolio Manager

Expert in investment management and retirement planning with extensive knowledge of market strategies and portfolio optimization.

Sarah Mitchell

Investment Advisor

Specializes in retirement income planning and investment strategies, helping West Harrison clients achieve their financial goals.

David Kim

Business Wealth Advisor

Helps West Harrison businesses with corporate financial planning, executive services, and business succession strategies.

Lisa Chang

Financial Planner

Focuses on comprehensive financial planning and investment strategies for individuals and families in the West Harrison area.

Ryan Cooper

Client Relations Director

Ensures exceptional service experience and helps clients navigate the wealth management process from start to finish.

What types of wealth management services do you offer?

We offer comprehensive wealth management services including investment management, retirement planning, estate planning, business wealth services, and financial planning. Each service is tailored to meet the specific needs of our West Harrison clients with personalized strategies and ongoing advisory support.

How do you charge for your advisory services?

We offer transparent fee structures including asset-based advisory fees, flat fees for comprehensive planning services, and hourly consulting. During our initial consultation, we'll explain all fee options and help you choose the structure that best fits your needs and financial situation.

Do you work with clients who are just starting to build wealth?

Absolutely! We work with clients at all stages of their financial journey. Whether you're just starting to build wealth or looking to optimize an existing portfolio, we provide guidance tailored to your experience level and financial goals. We believe everyone deserves access to quality wealth management advice.

What makes your wealth management approach different?

Our approach is personalized, comprehensive, and focused on your long-term success. We take the time to understand your unique situation and goals as a West Harrison resident. We provide integrated solutions that consider all aspects of your financial life, not just isolated products, and we prioritize your objectives over short-term market trends.

Are you available for in-person consultations in West Harrison?

Absolutely! We're located at 10 Oak Ridge Court in West Harrison and welcome in-person consultations. We also offer virtual meetings for your convenience. Our team understands the local market and can provide insights specific to the West Harrison and Greater New York area economy and opportunities.